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 | $121,360 | $123,793-2.0% | $177,821-31.8% | $79,858+52.0% |
| Participation rate | 93.6% | 84.7%+9.0pp | 87.7%+5.9pp | 69.6%+24.0pp |
| Annual return | 11.81% | 22.82%-11.0pp | 48.32%-36.5pp | 31.71%-19.9pp |
| Employer contribution / active EE | $2,474 | $4,095-39.6% | $5,918-58.2% | $2,471+0.1% |
| Participant deferral / active EE | $3,233 | $5,956-45.7% | $7,714-58.1% | $3,740-13.6% |
| Admin fee / account holder | $3,713 | $7,243-48.7% | $12,427-70.1% | $5,306-30.0% |