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 | $71,532 | $81,460-12.2% | $103,333-30.8% | $80,856-11.5% |
| Participation rate | 78.3% | 66.8%+11.4pp | 74.5%+3.8pp | 67.6%+10.6pp |
| Annual return | 18.91% | 25.55%-6.6pp | 24.88%-6.0pp | 35.59%-16.7pp |
| Employer contribution / active EE | $2,274 | $3,105-26.8% | $3,868-41.2% | $2,755-17.5% |
| Participant deferral / active EE | $3,699 | $3,869-4.4% | $5,057-26.9% | $4,296-13.9% |
| Admin fee / account holder | $783 | $6,566-88.1% | $8,355-90.6% | $6,918-88.7% |