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 | $87,019 | $99,633-12.7% | $183,328-52.5% | $82,448+5.5% |
| Participation rate | 74.3% | 70.8%+3.5pp | 77.3%-3.0pp | 68.1%+6.2pp |
| Annual return | 13.98% | 17.84%-3.9pp | 29.67%-15.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,977 | $3,256-39.3% | $5,055-60.9% | $2,551-22.5% |
| Participant deferral / active EE | $3,878 | $4,938-21.5% | $6,795-42.9% | $4,139-6.3% |
| Admin fee / account holder | $543 | $9,934-94.5% | $21,427-97.5% | $7,234-92.5% |