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 | $44,349 | $153,772-71.2% | $133,980-66.9% | $273,961-83.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 8.05% | 36.51%-28.5pp | 29.30%-21.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,321 | $6,029-61.5% | $5,211-55.5% | $4,869-52.3% |
| Participant deferral / active EE | $3,422 | $6,958-50.8% | $6,282-45.5% | $5,287-35.3% |
| Admin fee / account holder | $8,017 | $11,765-31.9% | $9,324-14.0% | $10,132-20.9% |