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 | $40,381 | $81,446-50.4% | $103,374-60.9% | $80,874-50.1% |
| Participation rate | 77.4% | 66.9%+10.5pp | 74.5%+2.8pp | 67.6%+9.7pp |
| Annual return | 15.19% | 25.57%-10.4pp | 24.89%-9.7pp | 35.62%-20.4pp |
| Employer contribution / active EE | $3,336 | $3,107+7.4% | $3,869-13.8% | $2,756+21.1% |
| Participant deferral / active EE | $6,642 | $3,870+71.6% | $5,058+31.3% | $4,297+54.6% |
| Admin fee / account holder | $1,841 | $6,715-72.6% | $8,394-78.1% | $6,935-73.5% |