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 | $62,351 | $109,881-43.3% | $150,045-58.4% | $84,808-26.5% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 14.21% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,666 | $3,561-25.1% | $4,693-43.2% | $2,631+1.3% |
| Participant deferral / active EE | $4,523 | $6,636-31.8% | $7,997-43.4% | $4,212+7.4% |
| Admin fee / account holder | $4,382 | $8,568-48.9% | $13,435-67.4% | $7,344-40.3% |