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 | $76,245 | $85,766-11.1% | $136,294-44.1% | $70,131+8.7% |
| Participation rate | 82.1% | 74.2%+8.0pp | 81.9%+0.2pp | 69.5%+12.6pp |
| Annual return | 15.45% | 31.45%-16.0pp | 5155.94%-5140.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,478 | $2,966-50.2% | $4,695-68.5% | $2,342-36.9% |
| Participant deferral / active EE | $4,488 | $5,051-11.2% | $6,247-28.2% | $3,332+34.7% |
| Admin fee / account holder | $8,102 | $5,420+49.5% | $9,243-12.3% | $4,645+74.4% |