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 | $41,993 | $135,952-69.1% | $123,892-66.1% | $273,961-84.7% |
| Participation rate | 82.6% | 84.1%-1.5pp | 81.4%+1.2pp | 83.0%-0.4pp |
| Annual return | 99.48% | 56.63%+42.8pp | 47.52%+52.0pp | 41.45%+58.0pp |
| Employer contribution / active EE | $2,990 | $5,170-42.2% | $4,617-35.2% | $4,869-38.6% |
| Participant deferral / active EE | $5,099 | $6,343-19.6% | $5,984-14.8% | $5,287-3.6% |
| Admin fee / account holder | $2,868 | $9,817-70.8% | $8,357-65.7% | $10,132-71.7% |