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 | $75,995 | $85,766-11.4% | $136,294-44.2% | $70,131+8.4% |
| Participation rate | 77.4% | 74.2%+3.3pp | 81.9%-4.5pp | 69.5%+7.9pp |
| Annual return | 14.92% | 31.45%-16.5pp | 5155.94%-5141.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,285 | $2,966-56.7% | $4,695-72.6% | $2,342-45.1% |
| Participant deferral / active EE | $4,120 | $5,051-18.4% | $6,247-34.0% | $3,332+23.7% |
| Admin fee / account holder | $12,008 | $5,420+121.5% | $9,243+29.9% | $4,645+158.5% |