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 | $86,523 | $96,557-10.4% | $80,975+6.9% | $273,961-68.4% |
| Participation rate | 91.7% | 79.1%+12.6pp | 75.8%+15.9pp | 83.0%+8.7pp |
| Annual return | 6.37% | 15.14%-8.8pp | 17.10%-10.7pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,001 | $4,868-58.9% | $3,714-46.1% | $4,869-58.9% |
| Participant deferral / active EE | $2,842 | $6,598-56.9% | $5,696-50.1% | $5,287-46.3% |
| Admin fee / account holder | $488 | $7,492-93.5% | $5,516-91.1% | $10,132-95.2% |