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 | $122,351 | $135,952-10.0% | $123,892-1.2% | $273,961-55.3% |
| Participation rate | 81.0% | 84.1%-3.1pp | 81.4%-0.5pp | 83.0%-2.1pp |
| Annual return | 5.39% | 56.63%-51.2pp | 47.52%-42.1pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,137 | $5,170-58.7% | $4,617-53.7% | $4,869-56.1% |
| Participant deferral / active EE | $5,351 | $6,343-15.6% | $5,984-10.6% | $5,287+1.2% |
| Admin fee / account holder | $1,265 | $9,817-87.1% | $8,357-84.9% | $10,132-87.5% |