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 | $81,346 | $100,923-19.4% | $150,045-45.8% | $74,304+9.5% |
| Participation rate | 72.3% | 70.1%+2.2pp | 82.3%-10.0pp | 60.3%+12.0pp |
| Annual return | 16.92% | 51.77%-34.8pp | 62.55%-45.6pp | 29.43%-12.5pp |
| Employer contribution / active EE | $2,229 | $3,463-35.6% | $4,693-52.5% | $2,241-0.5% |
| Participant deferral / active EE | $4,540 | $6,709-32.3% | $7,997-43.2% | $3,767+20.5% |
| Admin fee / account holder | $5,037 | $2,767+82.0% | $13,435-62.5% | $2,969+69.7% |