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 | $75,682 | $162,781-53.5% | $133,956-43.5% | $158,922-52.4% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 12.41% | 41.94%-29.5pp | 45.09%-32.7pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,995 | $4,975-59.9% | $3,919-49.1% | $4,761-58.1% |
| Participant deferral / active EE | $9,141 | $5,911+54.6% | $5,048+81.1% | $5,982+52.8% |
| Admin fee / account holder | $3,422 | $11,736-70.8% | $8,927-61.7% | $11,246-69.6% |