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 | $79,160 | $72,492+9.2% | $87,100-9.1% | $72,985+8.5% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.9%-4.9pp | 69.5%+2.5pp |
| Annual return | 17.48% | 24.46%-7.0pp | 28.19%-10.7pp | 81.00%-63.5pp |
| Employer contribution / active EE | $1,209 | $1,894-36.2% | $2,521-52.0% | $2,440-50.4% |
| Participant deferral / active EE | $3,047 | $3,270-6.8% | $4,049-24.7% | $3,607-15.5% |
| Admin fee / account holder | $15,877 | $5,055+214.1% | $7,497+111.8% | $5,124+209.8% |