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 | $54,880 | $111,301-50.7% | $112,977-51.4% | $158,922-65.5% |
| Participation rate | 87.5% | 83.5%+4.0pp | 82.6%+4.9pp | 82.0%+5.5pp |
| Annual return | 38.80% | 26.40%+12.4pp | 24.24%+14.6pp | 302.83%-264.0pp |
| Employer contribution / active EE | $6,378 | $4,471+42.6% | $4,255+49.9% | $4,761+33.9% |
| Participant deferral / active EE | $4,446 | $5,880-24.4% | $5,836-23.8% | $5,982-25.7% |
| Admin fee / account holder | $1,139 | $8,392-86.4% | $6,294-81.9% | $11,246-89.9% |