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 | $139,008 | $215,361-35.5% | $171,082-18.7% | $273,961-49.3% |
| Participation rate | 78.6% | 82.0%-3.5pp | 76.7%+1.9pp | 83.0%-4.4pp |
| Annual return | 5.97% | 25.14%-19.2pp | 32.56%-26.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $642 | $4,967-87.1% | $4,002-84.0% | $4,869-86.8% |
| Participant deferral / active EE | $5,111 | $5,543-7.8% | $4,797+6.5% | $5,287-3.3% |
| Admin fee / account holder | $8,680 | $10,846-20.0% | $8,520+1.9% | $10,132-14.3% |