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 | $86,860 | $91,552-5.1% | $133,956-35.2% | $79,858+8.8% |
| Participation rate | 78.8% | 73.3%+5.4pp | 79.8%-1.1pp | 69.6%+9.2pp |
| Annual return | 10.67% | 61.85%-51.2pp | 45.09%-34.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,890 | $3,733-22.6% | $5,048-42.7% | $3,740-22.7% |
| Admin fee / account holder | $15,811 | $6,321+150.1% | $8,927+77.1% | $5,306+198.0% |