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 | $74,189 | $89,355-17.0% | $141,162-47.4% | $72,985+1.7% |
| Participation rate | 85.4% | 75.1%+10.2pp | 82.5%+2.9pp | 69.5%+15.9pp |
| Annual return | 20.56% | 111.85%-91.3pp | 71.39%-50.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,384 | $3,114-23.4% | $4,735-49.6% | $2,440-2.3% |
| Participant deferral / active EE | $3,940 | $5,418-27.3% | $6,709-41.3% | $3,607+9.2% |
| Admin fee / account holder | $511 | $5,958-91.4% | $10,261-95.0% | $5,124-90.0% |