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 | $87,981 | $95,453-7.8% | $112,040-21.5% | $82,448+6.7% |
| Participation rate | 78.2% | 72.8%+5.4pp | 76.5%+1.7pp | 68.1%+10.1pp |
| Annual return | 15.69% | 23.92%-8.2pp | 24.52%-8.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,133 | $2,318-51.1% | $2,954-61.6% | $2,551-55.6% |
| Participant deferral / active EE | $4,486 | $4,224+6.2% | $5,098-12.0% | $4,139+8.4% |
| Admin fee / account holder | $3,038 | $9,013-66.3% | $12,098-74.9% | $7,234-58.0% |