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 | $36,674 | $153,772-76.2% | $133,980-72.6% | $273,961-86.6% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 12.63% | 36.51%-23.9pp | 29.30%-16.7pp | 41.45%-28.8pp |
| Employer contribution / active EE | $2,187 | $6,029-63.7% | $5,211-58.0% | $4,869-55.1% |
| Participant deferral / active EE | $7,934 | $6,958+14.0% | $6,282+26.3% | $5,287+50.1% |
| Admin fee / account holder | $2,455 | $11,765-79.1% | $9,324-73.7% | $10,132-75.8% |