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 | $77,926 | $93,571-16.7% | $135,903-42.7% | $75,163+3.7% |
| Participation rate | 71.1% | 75.2%-4.1pp | 81.9%-10.9pp | 67.2%+3.9pp |
| Annual return | 30.10% | 30.90%-0.8pp | 68.23%-38.1pp | 160.62%-130.5pp |
| Employer contribution / active EE | $3,338 | $3,537-5.6% | $4,856-31.3% | $2,670+25.0% |
| Participant deferral / active EE | $8,458 | $6,404+32.1% | $7,758+9.0% | $4,125+105.0% |
| Admin fee / account holder | $5,996 | $6,975-14.0% | $10,762-44.3% | $5,651+6.1% |