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 | $40,292 | $81,248-50.4% | $155,509-74.1% | $80,856-50.2% |
| Participation rate | 90.2% | 66.2%+24.0pp | 78.2%+12.1pp | 67.6%+22.6pp |
| Annual return | 11.72% | 33.31%-21.6pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,996 | $3,100-3.4% | $4,672-35.9% | $2,755+8.8% |
| Participant deferral / active EE | $3,440 | $3,452-0.3% | $5,626-38.9% | $4,296-19.9% |
| Admin fee / account holder | $2,288 | $7,997-71.4% | $15,912-85.6% | $6,918-66.9% |