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 | $65,303 | $95,803-31.8% | $113,168-42.3% | $84,808-23.0% |
| Participation rate | 77.8% | 72.9%+4.9pp | 76.6%+1.2pp | 68.3%+9.5pp |
| Annual return | 15.09% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,421 | $2,360-39.8% | $2,975-52.3% | $2,631-46.0% |
| Participant deferral / active EE | $4,133 | $4,242-2.6% | $5,107-19.1% | $4,212-1.9% |
| Admin fee / account holder | $1,567 | $8,989-82.6% | $12,068-87.0% | $7,344-78.7% |