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 | $97,263 | $138,347-29.7% | $184,203-47.2% | $80,856+20.3% |
| Participation rate | 92.3% | 83.9%+8.4pp | 86.8%+5.5pp | 67.6%+24.7pp |
| Annual return | 13.90% | 20.02%-6.1pp | 28.81%-14.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,850 | $4,850-61.9% | $6,427-71.2% | $2,755-32.8% |
| Participant deferral / active EE | $4,784 | $7,071-32.3% | $9,131-47.6% | $4,296+11.4% |
| Admin fee / account holder | $7,997 | $10,483-23.7% | $13,901-42.5% | $6,918+15.6% |