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 | $29,716 | $135,952-78.1% | $123,892-76.0% | $273,961-89.2% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 4.27% | 56.63%-52.4pp | 47.52%-43.2pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,936 | $5,170-62.5% | $4,617-58.1% | $4,869-60.2% |
| Participant deferral / active EE | $3,217 | $6,343-49.3% | $5,984-46.2% | $5,287-39.1% |
| Admin fee / account holder | $5,564 | $9,817-43.3% | $8,357-33.4% | $10,132-45.1% |