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 | $71,192 | $93,571-23.9% | $135,903-47.6% | $75,163-5.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 18.47% | 30.90%-12.4pp | 68.23%-49.8pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,935 | $3,537-17.0% | $4,856-39.6% | $2,670+9.9% |
| Participant deferral / active EE | $7,659 | $6,404+19.6% | $7,758-1.3% | $4,125+85.7% |
| Admin fee / account holder | $3,643 | $6,975-47.8% | $10,762-66.2% | $5,651-35.5% |