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 | $69,537 | $86,286-19.4% | $111,297-37.5% | $85,850-19.0% |
| Participation rate | 73.5% | 73.3%+0.2pp | 77.3%-3.8pp | 69.3%+4.2pp |
| Annual return | 11.99% | 19.99%-8.0pp | 54.65%-42.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,204 | $2,043-41.1% | $2,731-55.9% | $2,565-53.1% |
| Participant deferral / active EE | $3,986 | $3,641+9.5% | $4,487-11.2% | $3,952+0.9% |
| Admin fee / account holder | $7,729 | $8,188-5.6% | $7,964-3.0% | $6,260+23.5% |