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 | $27,050 | $167,484-83.8% | $151,611-82.2% | $134,475-79.9% |
| Participation rate | 94.4% | 88.4%+6.1pp | 87.5%+6.9pp | 81.2%+13.2pp |
| Annual return | 10.80% | 7.80%+3.0pp | 3.33%+7.5pp | 417.96%-407.2pp |
| Employer contribution / active EE | $3,983 | $6,829-41.7% | $6,166-35.4% | $4,740-16.0% |
| Participant deferral / active EE | $6,394 | $8,986-28.8% | $8,363-23.6% | $6,400-0.1% |
| Admin fee / account holder | $24,818 | $13,783+80.1% | $11,616+113.7% | $11,426+117.2% |