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 | $79,158 | $123,793-36.1% | $177,821-55.5% | $79,858-0.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 11.30% | 22.82%-11.5pp | 48.32%-37.0pp | 31.71%-20.4pp |
| Employer contribution / active EE | $2,871 | $4,095-29.9% | $5,918-51.5% | $2,471+16.2% |
| Participant deferral / active EE | $3,924 | $5,956-34.1% | $7,714-49.1% | $3,740+4.9% |
| Admin fee / account holder | $5,687 | $7,243-21.5% | $12,427-54.2% | $5,306+7.2% |