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 | $61,857 | $80,717-23.4% | $154,803-60.0% | $84,808-27.1% |
| Participation rate | 83.3% | 66.8%+16.5pp | 78.1%+5.3pp | 68.3%+15.0pp |
| Annual return | 16.30% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,647 | $2,761+32.1% | $4,305-15.3% | $2,631+38.6% |
| Participant deferral / active EE | $5,902 | $3,303+78.7% | $5,540+6.5% | $4,212+40.1% |
| Admin fee / account holder | $4,276 | $6,746-36.6% | $14,329-70.2% | $7,344-41.8% |