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 | $78,525 | $91,552-14.2% | $133,956-41.4% | $79,858-1.7% |
| Participation rate | 89.7% | 73.3%+16.4pp | 79.8%+9.9pp | 69.6%+20.1pp |
| Annual return | 10.25% | 61.85%-51.6pp | 45.09%-34.8pp | 31.71%-21.5pp |
| Employer contribution / active EE | $763 | $2,384-68.0% | $3,919-80.5% | $2,471-69.1% |
| Participant deferral / active EE | $2,990 | $3,733-19.9% | $5,048-40.8% | $3,740-20.1% |
| Admin fee / account holder | $8,246 | $6,321+30.5% | $8,927-7.6% | $5,306+55.4% |