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 3-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 | $53,025 | $109,881-51.7% | $150,045-64.7% | $84,808-37.5% |
| Participation rate | 76.0% | 76.1%-0.1pp | 82.3%-6.3pp | 68.3%+7.7pp |
| Annual return | 25.04% | 28.25%-3.2pp | 62.55%-37.5pp | 40.90%-15.9pp |
| Employer contribution / active EE | $2,412 | $3,561-32.3% | $4,693-48.6% | $2,631-8.3% |
| Participant deferral / active EE | $4,653 | $6,636-29.9% | $7,997-41.8% | $4,212+10.5% |
| Admin fee / account holder | $407 | $8,568-95.3% | $13,435-97.0% | $7,344-94.5% |