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 4-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 | $41,345 | $81,460-49.2% | $103,333-60.0% | $80,856-48.9% |
| Participation rate | 84.0% | 66.8%+17.2pp | 74.5%+9.5pp | 67.6%+16.4pp |
| Annual return | 19.41% | 25.55%-6.1pp | 24.88%-5.5pp | 35.59%-16.2pp |
| Employer contribution / active EE | $3,110 | $3,105+0.1% | $3,868-19.6% | $2,755+12.9% |
| Participant deferral / active EE | $5,253 | $3,869+35.8% | $5,057+3.9% | $4,296+22.3% |
| Admin fee / account holder | $6,936 | $6,566+5.6% | $8,355-17.0% | $6,918+0.3% |