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 | $71,146 | $89,753-20.7% | $107,525-33.8% | $84,808-16.1% |
| Participation rate | 72.4% | 68.1%+4.4pp | 75.1%-2.7pp | 68.3%+4.1pp |
| Annual return | 13.60% | 29.48%-15.9pp | 181.32%-167.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $3,532 | $3,113+13.5% | $3,754-5.9% | $2,631+34.3% |
| Participant deferral / active EE | $4,553 | $4,056+12.3% | $5,116-11.0% | $4,212+8.1% |
| Admin fee / account holder | $58,404 | $7,222+708.7% | $8,919+554.8% | $7,344+695.3% |