See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,277 | $123,793-39.2% | $177,821-57.7% | $79,858-5.7% |
| Participation rate | 84.1% | 84.7%-0.5pp | 87.7%-3.6pp | 69.6%+14.5pp |
| Annual return | 36.02% | 22.82%+13.2pp | 48.32%-12.3pp | 31.71%+4.3pp |
| Employer contribution / active EE | $2,567 | $4,095-37.3% | $5,918-56.6% | $2,471+3.9% |
| Participant deferral / active EE | $4,737 | $5,956-20.5% | $7,714-38.6% | $3,740+26.7% |
| Admin fee / account holder | $1,181 | $7,243-83.7% | $12,427-90.5% | $5,306-77.7% |