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 | $84,318 | $102,616-17.8% | $81,983+2.8% | $158,922-46.9% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.2%+10.8pp | 82.0%-2.0pp |
| Annual return | 10.40% | 61.04%-50.6pp | 41.31%-30.9pp | 302.83%-292.4pp |
| Employer contribution / active EE | $2,018 | $3,240-37.7% | $2,498-19.2% | $4,761-57.6% |
| Participant deferral / active EE | $3,013 | $4,648-35.2% | $3,722-19.1% | $5,982-49.6% |
| Admin fee / account holder | $2,032 | $8,235-75.3% | $5,664-64.1% | $11,246-81.9% |