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 | $90,163 | $109,359-17.6% | $162,163-44.4% | $72,985+23.5% |
| Participation rate | 86.3% | 84.3%+2.0pp | 87.6%-1.3pp | 69.5%+16.8pp |
| Annual return | 18.38% | 25.46%-7.1pp | 115.59%-97.2pp | 81.00%-62.6pp |
| Employer contribution / active EE | $2,630 | $3,907-32.7% | $5,614-53.2% | $2,440+7.8% |
| Participant deferral / active EE | $5,562 | $5,481+1.5% | $7,298-23.8% | $3,607+54.2% |
| Admin fee / account holder | $1,836 | $7,972-77.0% | $10,843-83.1% | $5,124-64.2% |