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 | $74,233 | $95,803-22.5% | $113,168-34.4% | $84,808-12.5% |
| Participation rate | 76.3% | 72.9%+3.4pp | 76.6%-0.3pp | 68.3%+8.0pp |
| Annual return | 15.48% | 25.00%-9.5pp | 24.27%-8.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,146 | $2,360-9.1% | $2,975-27.9% | $2,631-18.4% |
| Participant deferral / active EE | $3,122 | $4,242-26.4% | $5,107-38.9% | $4,212-25.9% |
| Admin fee / account holder | $1,753 | $8,989-80.5% | $12,068-85.5% | $7,344-76.1% |