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 | $90,376 | $93,071-2.9% | $74,583+21.2% | $273,961-67.0% |
| Participation rate | 80.0% | 74.9%+5.1pp | 68.1%+11.9pp | 83.0%-3.0pp |
| Annual return | 4.07% | 26.18%-22.1pp | 20.47%-16.4pp | 41.45%-37.4pp |
| Employer contribution / active EE | $1,611 | $3,160-49.0% | $2,525-36.2% | $4,869-66.9% |
| Participant deferral / active EE | $10,625 | $4,160+155.4% | $3,458+207.3% | $5,287+101.0% |
| Admin fee / account holder | $12,664 | $5,272+140.2% | $4,138+206.1% | $10,132+25.0% |