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 | $67,613 | $86,922-22.2% | $102,438-34.0% | $80,874-16.4% |
| Participation rate | 80.6% | 72.4%+8.2pp | 76.5%+4.1pp | 67.6%+12.9pp |
| Annual return | 27.72% | 18.90%+8.8pp | 29.37%-1.6pp | 35.62%-7.9pp |
| Employer contribution / active EE | $1,191 | $2,369-49.7% | $3,024-60.6% | $2,756-56.8% |
| Participant deferral / active EE | $4,778 | $4,119+16.0% | $5,054-5.5% | $4,297+11.2% |
| Admin fee / account holder | $4,596 | $8,050-42.9% | $9,448-51.3% | $6,935-33.7% |