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 | $74,005 | $132,239-44.0% | $105,722-30.0% | $273,961-73.0% |
| Participation rate | 88.9% | 83.2%+5.7pp | 78.9%+10.0pp | 83.0%+5.9pp |
| Annual return | 6.09% | 10.07%-4.0pp | 12.25%-6.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $4,705 | $4,867-3.3% | $4,079+15.3% | $4,869-3.4% |
| Participant deferral / active EE | $6,474 | $6,233+3.9% | $5,326+21.6% | $5,287+22.5% |
| Admin fee / account holder | $18,733 | $12,032+55.7% | $8,308+125.5% | $10,132+84.9% |