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 | $77,159 | $95,453-19.2% | $112,040-31.1% | $82,448-6.4% |
| Participation rate | 95.8% | 72.8%+23.1pp | 76.5%+19.3pp | 68.1%+27.8pp |
| Annual return | 13.13% | 23.92%-10.8pp | 24.52%-11.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,552 | $2,318+10.1% | $2,954-13.6% | $2,551+0.1% |
| Participant deferral / active EE | $7,642 | $4,224+80.9% | $5,098+49.9% | $4,139+84.6% |
| Admin fee / account holder | $5,351 | $9,013-40.6% | $12,098-55.8% | $7,234-26.0% |