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 | $70,922 | $72,012-1.5% | $185,823-61.8% | $79,858-11.2% |
| Participation rate | 88.9% | 65.8%+23.1pp | 78.0%+10.9pp | 69.6%+19.3pp |
| Annual return | 18.04% | 23.12%-5.1pp | 35.95%-17.9pp | 31.71%-13.7pp |
| Employer contribution / active EE | $3,848 | $1,965+95.8% | $4,087-5.9% | $2,471+55.7% |
| Participant deferral / active EE | $8,967 | $3,779+137.3% | $5,632+59.2% | $3,740+139.8% |
| Admin fee / account holder | $5,723 | $4,513+26.8% | $9,500-39.8% | $5,306+7.8% |