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 | $43,592 | $82,882-47.4% | $127,761-65.9% | $72,985-40.3% |
| Participation rate | 96.0% | 71.5%+24.5pp | 79.0%+17.0pp | 69.5%+26.5pp |
| Annual return | 31.49% | 32.20%-0.7pp | 26.14%+5.4pp | 81.00%-49.5pp |
| Employer contribution / active EE | $2,852 | $3,346-14.8% | $4,574-37.6% | $2,440+16.9% |
| Participant deferral / active EE | $3,960 | $4,791-17.3% | $6,021-34.2% | $3,607+9.8% |
| Admin fee / account holder | $4,309 | $6,487-33.6% | $9,395-54.1% | $5,124-15.9% |