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 | $54,082 | $48,076+12.5% | $78,689-31.3% | $62,891-14.0% |
| Participation rate | 73.2% | 65.2%+8.0pp | 73.6%-0.4pp | 69.3%+3.9pp |
| Annual return | 6.39% | 31.35%-25.0pp | 62.18%-55.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $561 | $2,015-72.2% | $2,851-80.3% | $2,281-75.4% |
| Participant deferral / active EE | $1,625 | $2,588-37.2% | $3,517-53.8% | $3,203-49.3% |
| Admin fee / account holder | $1,181 | $3,207-63.2% | $4,510-73.8% | $4,296-72.5% |