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 | $35,240 | $181,894-80.6% | $156,549-77.5% | $273,961-87.1% |
| Participation rate | 76.9% | 88.4%-11.5pp | 84.0%-7.1pp | 83.0%-6.1pp |
| Annual return | 5.00% | 30.74%-25.7pp | 32.23%-27.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,529 | $6,248-75.5% | $5,501-72.2% | $4,869-68.6% |
| Participant deferral / active EE | $2,560 | $5,550-53.9% | $4,871-47.4% | $5,287-51.6% |
| Admin fee / account holder | $1,398 | $15,559-91.0% | $13,027-89.3% | $10,132-86.2% |