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 | $79,535 | $159,602-50.2% | $150,045-47.0% | $142,382-44.1% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.3%-9.0pp | 80.1%-6.8pp |
| Annual return | 27.92% | 70.24%-42.3pp | 62.55%-34.6pp | 217.08%-189.2pp |
| Employer contribution / active EE | $2,864 | $4,961-42.3% | $4,693-39.0% | $4,299-33.4% |
| Participant deferral / active EE | $7,157 | $8,310-13.9% | $7,997-10.5% | $6,507+10.0% |
| Admin fee / account holder | $453 | $14,846-97.0% | $13,435-96.6% | $12,624-96.4% |