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 | $95,453-18.9% | $112,040-30.9% | $82,448-6.1% |
| Participation rate | 93.3% | 72.8%+20.6pp | 76.5%+16.8pp | 68.1%+25.3pp |
| Annual return | 21.10% | 23.92%-2.8pp | 24.52%-3.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $3,846 | $2,318+65.9% | $2,954+30.2% | $2,551+50.8% |
| Participant deferral / active EE | $8,311 | $4,224+96.8% | $5,098+63.0% | $4,139+100.8% |
| Admin fee / account holder | $1,531 | $9,013-83.0% | $12,098-87.3% | $7,234-78.8% |