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 | $54,156 | $59,839-9.5% | $81,983-33.9% | $79,858-32.2% |
| Participation rate | 93.3% | 61.6%+31.7pp | 69.2%+24.1pp | 69.6%+23.7pp |
| Annual return | 40.81% | 17.56%+23.3pp | 41.31%-0.5pp | 31.71%+9.1pp |
| Employer contribution / active EE | $1,659 | $1,713-3.2% | $2,498-33.6% | $2,471-32.9% |
| Participant deferral / active EE | $4,179 | $2,695+55.1% | $3,722+12.3% | $3,740+11.7% |
| Admin fee / account holder | $1,297 | $4,287-69.8% | $5,664-77.1% | $5,306-75.6% |