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 | $118,166 | $135,952-13.1% | $123,892-4.6% | $273,961-56.9% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 7.49% | 56.63%-49.1pp | 47.52%-40.0pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,347 | $5,170-54.6% | $4,617-49.2% | $4,869-51.8% |
| Participant deferral / active EE | $6,407 | $6,343+1.0% | $5,984+7.1% | $5,287+21.2% |
| Admin fee / account holder | $8,101 | $9,817-17.5% | $8,357-3.1% | $10,132-20.0% |