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 | $64,040 | $95,266-32.8% | $82,389-22.3% | $142,382-55.0% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 15.04% | 25.74%-10.7pp | 28.67%-13.6pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,095 | $2,991+3.5% | $2,517+23.0% | $4,299-28.0% |
| Participant deferral / active EE | $6,383 | $4,809+32.7% | $4,155+53.6% | $6,507-1.9% |
| Admin fee / account holder | $2,803 | $8,563-67.3% | $7,231-61.2% | $12,624-77.8% |