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 | $35,309 | $124,281-71.6% | $109,143-67.6% | $167,490-78.9% |
| Participation rate | 78.3% | 79.4%-1.2pp | 75.9%+2.4pp | 82.1%-3.8pp |
| Annual return | 33.56% | 26.04%+7.5pp | 25.75%+7.8pp | 478.56%-445.0pp |
| Employer contribution / active EE | $2,272 | $4,207-46.0% | $3,722-39.0% | $4,837-53.0% |
| Participant deferral / active EE | $5,579 | $5,255+6.2% | $4,653+19.9% | $6,341-12.0% |
| Admin fee / account holder | $1,276 | $7,970-84.0% | $6,752-81.1% | $12,309-89.6% |