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 | $80,824 | $58,512+38.1% | $84,015-3.8% | $72,985+10.7% |
| Participation rate | 83.1% | 61.2%+21.9pp | 69.0%+14.1pp | 69.5%+13.6pp |
| Annual return | 19.73% | 28.93%-9.2pp | 71.31%-51.6pp | 81.00%-61.3pp |
| Employer contribution / active EE | $4,756 | $1,163+308.9% | $1,983+139.8% | $2,440+94.9% |
| Participant deferral / active EE | $3,665 | $2,394+53.1% | $3,239+13.2% | $3,607+1.6% |
| Admin fee / account holder | $5,467 | $4,569+19.7% | $6,101-10.4% | $5,124+6.7% |