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 | $70,080 | $95,453-26.6% | $112,040-37.5% | $82,448-15.0% |
| Participation rate | 93.3% | 72.8%+20.6pp | 76.5%+16.8pp | 68.1%+25.3pp |
| Annual return | 17.32% | 23.92%-6.6pp | 24.52%-7.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,090 | $2,318-9.8% | $2,954-29.2% | $2,551-18.1% |
| Participant deferral / active EE | $3,891 | $4,224-7.9% | $5,098-23.7% | $4,139-6.0% |
| Admin fee / account holder | $1,957 | $9,013-78.3% | $12,098-83.8% | $7,234-72.9% |