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 | $76,277 | $127,065-40.0% | $113,168-32.6% | $142,382-46.4% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 32.53% | 24.03%+8.5pp | 24.27%+8.3pp | 217.08%-184.5pp |
| Employer contribution / active EE | $2,048 | $3,442-40.5% | $2,975-31.2% | $4,299-52.4% |
| Participant deferral / active EE | $6,420 | $5,716+12.3% | $5,107+25.7% | $6,507-1.3% |
| Admin fee / account holder | $1,471 | $15,736-90.6% | $12,068-87.8% | $12,624-88.3% |