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 | $41,249 | $181,894-77.3% | $156,549-73.7% | $273,961-84.9% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 6.80% | 30.74%-23.9pp | 32.23%-25.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,795 | $6,248-71.3% | $5,501-67.4% | $4,869-63.1% |
| Participant deferral / active EE | $8,314 | $5,550+49.8% | $4,871+70.7% | $5,287+57.2% |
| Admin fee / account holder | $43,797 | $15,559+181.5% | $13,027+236.2% | $10,132+332.3% |