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 | $36,477 | $131,829-72.3% | $108,579-66.4% | $273,961-86.7% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 4.29% | -91.57%+95.9pp | -51.70%+56.0pp | 41.45%-37.2pp |
| Employer contribution / active EE | $3,737 | $4,912-23.9% | $3,758-0.6% | $4,869-23.2% |
| Participant deferral / active EE | $8,025 | $5,127+56.5% | $4,311+86.1% | $5,287+51.8% |
| Admin fee / account holder | $4,062 | $10,252-60.4% | $7,645-46.9% | $10,132-59.9% |