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 | $56,968 | $81,460-30.1% | $103,333-44.9% | $80,856-29.5% |
| Participation rate | 75.0% | 66.8%+8.2pp | 74.5%+0.5pp | 67.6%+7.4pp |
| Annual return | 16.29% | 25.55%-9.3pp | 24.88%-8.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $4,004 | $3,105+29.0% | $3,868+3.5% | $2,755+45.4% |
| Participant deferral / active EE | $7,425 | $3,869+91.9% | $5,057+46.8% | $4,296+72.8% |
| Admin fee / account holder | $317 | $6,566-95.2% | $8,355-96.2% | $6,918-95.4% |