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 | $81,866 | $65,041+25.9% | $90,951-10.0% | $79,858+2.5% |
| Participation rate | 82.6% | 61.6%+21.0pp | 69.0%+13.6pp | 69.6%+13.0pp |
| Annual return | 15.59% | 30.45%-14.9pp | 134.60%-119.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $767 | $1,247-38.5% | $2,122-63.9% | $2,471-69.0% |
| Participant deferral / active EE | $5,263 | $2,512+109.5% | $3,373+56.0% | $3,740+40.7% |
| Admin fee / account holder | $814 | $4,536-82.1% | $5,959-86.3% | $5,306-84.7% |