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 | $46,558 | $93,571-50.2% | $135,903-65.7% | $75,163-38.1% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 17.52% | 30.90%-13.4pp | 68.23%-50.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $3,557 | $3,537+0.6% | $4,856-26.8% | $2,670+33.2% |
| Participant deferral / active EE | $6,572 | $6,404+2.6% | $7,758-15.3% | $4,125+59.3% |
| Admin fee / account holder | $1,355 | $6,975-80.6% | $10,762-87.4% | $5,651-76.0% |