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 | $73,958 | $135,952-45.6% | $123,892-40.3% | $273,961-73.0% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 9.25% | 56.63%-47.4pp | 47.52%-38.3pp | 41.45%-32.2pp |
| Employer contribution / active EE | $3,179 | $5,170-38.5% | $4,617-31.1% | $4,869-34.7% |
| Participant deferral / active EE | $6,638 | $6,343+4.7% | $5,984+10.9% | $5,287+25.5% |
| Admin fee / account holder | $2,382 | $9,817-75.7% | $8,357-71.5% | $10,132-76.5% |