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 | $77,431 | $95,803-19.2% | $113,168-31.6% | $84,808-8.7% |
| Participation rate | 93.3% | 72.9%+20.5pp | 76.6%+16.8pp | 68.3%+25.0pp |
| Annual return | 21.10% | 25.00%-3.9pp | 24.27%-3.2pp | 40.90%-19.8pp |
| Employer contribution / active EE | $3,846 | $2,360+63.0% | $2,975+29.3% | $2,631+46.2% |
| Participant deferral / active EE | $8,311 | $4,242+95.9% | $5,107+62.7% | $4,212+97.3% |
| Admin fee / account holder | $1,531 | $8,989-83.0% | $12,068-87.3% | $7,344-79.2% |