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 | $58,963 | $153,772-61.7% | $133,980-56.0% | $273,961-78.5% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.1%-15.6pp | 83.0%-11.6pp |
| Annual return | 11.73% | 36.51%-24.8pp | 29.30%-17.6pp | 41.45%-29.7pp |
| Employer contribution / active EE | $3,139 | $6,029-47.9% | $5,211-39.8% | $4,869-35.5% |
| Participant deferral / active EE | $4,893 | $6,958-29.7% | $6,282-22.1% | $5,287-7.5% |
| Admin fee / account holder | $1,036 | $11,765-91.2% | $9,324-88.9% | $10,132-89.8% |