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 | $85,518 | $148,978-42.6% | $200,582-57.4% | $84,808+0.8% |
| Participation rate | 71.4% | 84.2%-12.8pp | 86.9%-15.5pp | 68.3%+3.1pp |
| Annual return | 13.41% | 28.16%-14.8pp | 42.33%-28.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,081 | $4,815-56.8% | $6,419-67.6% | $2,631-20.9% |
| Participant deferral / active EE | $4,727 | $7,142-33.8% | $9,331-49.3% | $4,212+12.2% |
| Admin fee / account holder | $13,775 | $13,977-1.4% | $16,305-15.5% | $7,344+87.6% |