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 | $37,842 | $215,361-82.4% | $171,082-77.9% | $273,961-86.2% |
| Participation rate | 73.3% | 82.0%-8.7pp | 76.7%-3.4pp | 83.0%-9.7pp |
| Annual return | 4.45% | 25.14%-20.7pp | 32.56%-28.1pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,192 | $4,967-76.0% | $4,002-70.2% | $4,869-75.5% |
| Participant deferral / active EE | $3,785 | $5,543-31.7% | $4,797-21.1% | $5,287-28.4% |
| Admin fee / account holder | $33,264 | $10,846+206.7% | $8,520+290.4% | $10,132+228.3% |