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 | $93,226 | $101,724-8.4% | $164,813-43.4% | $80,856+15.3% |
| Participation rate | 70.0% | 71.8%-1.8pp | 78.6%-8.6pp | 67.6%+2.4pp |
| Annual return | 21.65% | 16.72%+4.9pp | 69.93%-48.3pp | 35.59%-13.9pp |
| Employer contribution / active EE | $3,453 | $2,953+16.9% | $4,341-20.5% | $2,755+25.3% |
| Participant deferral / active EE | $7,114 | $4,477+58.9% | $6,031+17.9% | $4,296+65.6% |
| Admin fee / account holder | $2,539 | $8,227-69.1% | $12,690-80.0% | $6,918-63.3% |