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 | $40,372 | $135,952-70.3% | $123,892-67.4% | $273,961-85.3% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 9.57% | 56.63%-47.1pp | 47.52%-37.9pp | 41.45%-31.9pp |
| Employer contribution / active EE | $4,048 | $5,170-21.7% | $4,617-12.3% | $4,869-16.9% |
| Participant deferral / active EE | $7,108 | $6,343+12.1% | $5,984+18.8% | $5,287+34.4% |
| Admin fee / account holder | $328 | $9,817-96.7% | $8,357-96.1% | $10,132-96.8% |