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 | $88,268 | $177,572-50.3% | $154,803-43.0% | $142,382-38.0% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 14.23% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,099 | $4,810-35.6% | $4,305-28.0% | $4,299-27.9% |
| Participant deferral / active EE | $7,761 | $6,272+23.7% | $5,540+40.1% | $6,507+19.3% |
| Admin fee / account holder | $9,763 | $16,786-41.8% | $14,329-31.9% | $12,624-22.7% |