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 | $80,447 | $108,825-26.1% | $156,181-48.5% | $82,448-2.4% |
| Participation rate | 92.3% | 72.4%+19.9pp | 78.8%+13.5pp | 68.1%+24.2pp |
| Annual return | 18.74% | 20.59%-1.8pp | 64.87%-46.1pp | 41.64%-22.9pp |
| Employer contribution / active EE | $5,752 | $2,870+100.4% | $4,294+34.0% | $2,551+125.5% |
| Participant deferral / active EE | $6,432 | $4,577+40.5% | $6,132+4.9% | $4,139+55.4% |
| Admin fee / account holder | $3,724 | $9,341-60.1% | $14,586-74.5% | $7,234-48.5% |