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 | $64,741 | $89,355-27.5% | $141,162-54.1% | $72,985-11.3% |
| Participation rate | 71.0% | 75.1%-4.1pp | 82.5%-11.5pp | 69.5%+1.5pp |
| Annual return | 37.30% | 111.85%-74.6pp | 71.39%-34.1pp | 81.00%-43.7pp |
| Employer contribution / active EE | $1,864 | $3,114-40.2% | $4,735-60.6% | $2,440-23.6% |
| Participant deferral / active EE | $4,162 | $5,418-23.2% | $6,709-38.0% | $3,607+15.4% |
| Admin fee / account holder | $3,170 | $5,958-46.8% | $10,261-69.1% | $5,124-38.1% |