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 | $62,542 | $74,927-16.5% | $101,794-38.6% | $84,808-26.3% |
| Participation rate | 71.4% | 61.4%+10.0pp | 69.2%+2.2pp | 68.3%+3.1pp |
| Annual return | 18.28% | 18.70%-0.4pp | 30.53%-12.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,221 | $1,522-19.7% | $2,289-46.6% | $2,631-53.6% |
| Participant deferral / active EE | $2,441 | $3,099-21.2% | $4,084-40.2% | $4,212-42.0% |
| Admin fee / account holder | $3,039 | $6,514-53.3% | $8,777-65.4% | $7,344-58.6% |