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 | $36,919 | $72,277-48.9% | $101,248-63.5% | $79,858-53.8% |
| Participation rate | 77.1% | 68.5%+8.7pp | 75.8%+1.3pp | 69.6%+7.5pp |
| Annual return | 12.31% | 22.30%-10.0pp | 46.47%-34.2pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,429 | $2,692-9.8% | $3,660-33.6% | $2,471-1.7% |
| Participant deferral / active EE | $4,888 | $3,282+49.0% | $4,370+11.9% | $3,740+30.7% |
| Admin fee / account holder | $4,876 | $4,400+10.8% | $5,945-18.0% | $5,306-8.1% |