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 | $73,437 | $181,894-59.6% | $156,549-53.1% | $273,961-73.2% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 9.84% | 30.74%-20.9pp | 32.23%-22.4pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,899 | $6,248-69.6% | $5,501-65.5% | $4,869-61.0% |
| Participant deferral / active EE | $4,286 | $5,550-22.8% | $4,871-12.0% | $5,287-18.9% |
| Admin fee / account holder | $2,820 | $15,559-81.9% | $13,027-78.4% | $10,132-72.2% |