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 | $85,857 | $65,365+31.3% | $92,893-7.6% | $72,985+17.6% |
| Participation rate | 76.5% | 68.3%+8.2pp | 76.0%+0.5pp | 69.5%+7.0pp |
| Annual return | 20.17% | 42.10%-21.9pp | 109.41%-89.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,820 | $2,594-29.9% | $3,653-50.2% | $2,440-25.4% |
| Participant deferral / active EE | $3,098 | $3,128-1.0% | $4,236-26.9% | $3,607-14.1% |
| Admin fee / account holder | $15,020 | $4,251+253.3% | $5,794+159.2% | $5,124+193.1% |