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 | $89,457 | $135,952-34.2% | $123,892-27.8% | $273,961-67.3% |
| Participation rate | 70.6% | 84.1%-13.5pp | 81.4%-10.8pp | 83.0%-12.4pp |
| Annual return | 8.20% | 56.63%-48.4pp | 47.52%-39.3pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,575 | $5,170-69.5% | $4,617-65.9% | $4,869-67.7% |
| Participant deferral / active EE | $6,820 | $6,343+7.5% | $5,984+14.0% | $5,287+29.0% |
| Admin fee / account holder | $1,291 | $9,817-86.9% | $8,357-84.6% | $10,132-87.3% |