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 | $142,235 | $148,978-4.5% | $200,582-29.1% | $84,808+67.7% |
| Participation rate | 78.8% | 84.2%-5.4pp | 86.9%-8.1pp | 68.3%+10.5pp |
| Annual return | 13.65% | 28.16%-14.5pp | 42.33%-28.7pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,519 | $4,815-26.9% | $6,419-45.2% | $2,631+33.8% |
| Participant deferral / active EE | $6,577 | $7,142-7.9% | $9,331-29.5% | $4,212+56.2% |
| Admin fee / account holder | $3,135 | $13,977-77.6% | $16,305-80.8% | $7,344-57.3% |