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 | $118,342 | $181,894-34.9% | $156,549-24.4% | $273,961-56.8% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 4.27% | 30.74%-26.5pp | 32.23%-28.0pp | 41.45%-37.2pp |
| Employer contribution / active EE | $2,780 | $6,248-55.5% | $5,501-49.5% | $4,869-42.9% |
| Participant deferral / active EE | $3,663 | $5,550-34.0% | $4,871-24.8% | $5,287-30.7% |
| Admin fee / account holder | $4,531 | $15,559-70.9% | $13,027-65.2% | $10,132-55.3% |