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 | $56,656 | $181,894-68.9% | $156,549-63.8% | $273,961-79.3% |
| Participation rate | 85.0% | 88.4%-3.4pp | 84.0%+1.0pp | 83.0%+2.0pp |
| Annual return | 8.14% | 30.74%-22.6pp | 32.23%-24.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,162 | $6,248-65.4% | $5,501-60.7% | $4,869-55.6% |
| Participant deferral / active EE | $2,862 | $5,550-48.4% | $4,871-41.2% | $5,287-45.9% |
| Admin fee / account holder | $3,471 | $15,559-77.7% | $13,027-73.4% | $10,132-65.7% |