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 | $73,052 | $90,503-19.3% | $78,689-7.2% | $273,961-73.3% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 5.52% | 75.60%-70.1pp | 62.18%-56.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $3,625 | $3,176+14.2% | $2,851+27.2% | $4,869-25.5% |
| Participant deferral / active EE | $8,186 | $3,901+109.8% | $3,517+132.8% | $5,287+54.8% |
| Admin fee / account holder | $765 | $5,263-85.5% | $4,510-83.0% | $10,132-92.5% |