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 | $120,385 | $123,793-2.8% | $177,821-32.3% | $79,858+50.7% |
| Participation rate | 78.6% | 84.7%-6.1pp | 87.7%-9.2pp | 69.6%+8.9pp |
| Annual return | 14.07% | 22.82%-8.7pp | 48.32%-34.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,271 | $4,095-44.6% | $5,918-61.6% | $2,471-8.1% |
| Participant deferral / active EE | $5,666 | $5,956-4.9% | $7,714-26.5% | $3,740+51.5% |
| Admin fee / account holder | $5,373 | $7,243-25.8% | $12,427-56.8% | $5,306+1.3% |