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 | $59,726 | $93,571-36.2% | $135,903-56.1% | $75,163-20.5% |
| Participation rate | 73.5% | 75.2%-1.7pp | 81.9%-8.4pp | 67.2%+6.3pp |
| Annual return | 15.66% | 30.90%-15.2pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,711 | $3,537-51.6% | $4,856-64.8% | $2,670-35.9% |
| Participant deferral / active EE | $3,054 | $6,404-52.3% | $7,758-60.6% | $4,125-26.0% |
| Admin fee / account holder | $7,661 | $6,975+9.8% | $10,762-28.8% | $5,651+35.6% |