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 | $80,568 | $83,477-3.5% | $125,175-35.6% | $72,985+10.4% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.5%+10.5pp |
| Annual return | 16.35% | 25.78%-9.4pp | 43.79%-27.4pp | 81.00%-64.7pp |
| Employer contribution / active EE | $757 | $2,345-67.7% | $3,865-80.4% | $2,440-69.0% |
| Participant deferral / active EE | $2,860 | $3,585-20.2% | $4,937-42.1% | $3,607-20.7% |
| Admin fee / account holder | $2,027 | $5,517-63.3% | $9,702-79.1% | $5,124-60.4% |