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 | $46,988 | $87,841-46.5% | $133,980-64.9% | $62,891-25.3% |
| Participation rate | 83.1% | 83.4%-0.3pp | 87.1%-4.0pp | 69.3%+13.8pp |
| Annual return | 7.11% | 12.05%-4.9pp | 29.30%-22.2pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,176 | $3,483-37.5% | $5,211-58.2% | $2,281-4.6% |
| Participant deferral / active EE | $3,358 | $4,812-30.2% | $6,282-46.5% | $3,203+4.8% |
| Admin fee / account holder | $1,656 | $5,371-69.2% | $9,324-82.2% | $4,296-61.5% |