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 | $80,163 | $181,894-55.9% | $156,549-48.8% | $273,961-70.7% |
| Participation rate | 95.5% | 88.4%+7.1pp | 84.0%+11.4pp | 83.0%+12.4pp |
| Annual return | 6.68% | 30.74%-24.1pp | 32.23%-25.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $3,714 | $6,248-40.6% | $5,501-32.5% | $4,869-23.7% |
| Participant deferral / active EE | $4,655 | $5,550-16.1% | $4,871-4.4% | $5,287-12.0% |
| Admin fee / account holder | $1,762 | $15,559-88.7% | $13,027-86.5% | $10,132-82.6% |