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 | $24,605 | $135,952-81.9% | $123,892-80.1% | $273,961-91.0% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 11.59% | 56.63%-45.0pp | 47.52%-35.9pp | 41.45%-29.9pp |
| Employer contribution / active EE | $1,388 | $5,170-73.2% | $4,617-69.9% | $4,869-71.5% |
| Participant deferral / active EE | $4,623 | $6,343-27.1% | $5,984-22.7% | $5,287-12.6% |
| Admin fee / account holder | $2,393 | $9,817-75.6% | $8,357-71.4% | $10,132-76.4% |