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 | $80,130 | $81,460-1.6% | $103,333-22.5% | $80,856-0.9% |
| Participation rate | 77.8% | 66.8%+10.9pp | 74.5%+3.3pp | 67.6%+10.1pp |
| Annual return | 14.85% | 25.55%-10.7pp | 24.88%-10.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $4,504 | $3,105+45.0% | $3,868+16.4% | $2,755+63.5% |
| Participant deferral / active EE | $2,219 | $3,869-42.6% | $5,057-56.1% | $4,296-48.3% |
| Admin fee / account holder | $3,719 | $6,566-43.4% | $8,355-55.5% | $6,918-46.2% |