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 | $39,591 | $95,453-58.5% | $112,040-64.7% | $82,448-52.0% |
| Participation rate | 91.3% | 72.8%+18.5pp | 76.5%+14.8pp | 68.1%+23.2pp |
| Annual return | 16.30% | 23.92%-7.6pp | 24.52%-8.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,497 | $2,318+7.7% | $2,954-15.5% | $2,551-2.1% |
| Participant deferral / active EE | $4,415 | $4,224+4.5% | $5,098-13.4% | $4,139+6.7% |
| Admin fee / account holder | $5,479 | $9,013-39.2% | $12,098-54.7% | $7,234-24.3% |