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 | $76,120 | $153,311-50.3% | $109,313-30.4% | $273,961-72.2% |
| Participation rate | 76.5% | 80.1%-3.6pp | 71.3%+5.2pp | 83.0%-6.5pp |
| Annual return | 8.42% | 29.86%-21.4pp | 22.07%-13.6pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,635 | $5,619-70.9% | $3,892-58.0% | $4,869-66.4% |
| Participant deferral / active EE | $6,869 | $3,932+74.7% | $3,166+116.9% | $5,287+29.9% |
| Admin fee / account holder | $842 | $8,076-89.6% | $5,666-85.1% | $10,132-91.7% |