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 | $86,135 | $117,983-27.0% | $101,794-15.4% | $142,382-39.5% |
| Participation rate | 77.3% | 74.2%+3.0pp | 69.2%+8.1pp | 80.1%-2.8pp |
| Annual return | 13.15% | 36.92%-23.8pp | 30.53%-17.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,159 | $2,773-22.1% | $2,289-5.7% | $4,299-49.8% |
| Participant deferral / active EE | $3,627 | $4,714-23.0% | $4,084-11.2% | $6,507-44.3% |
| Admin fee / account holder | $13,936 | $10,433+33.6% | $8,777+58.8% | $12,624+10.4% |