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 | $59,830 | $77,813-23.1% | $123,544-51.6% | $64,186-6.8% |
| Participation rate | 80.8% | 74.7%+6.1pp | 82.3%-1.5pp | 69.6%+11.2pp |
| Annual return | 3.17% | 12.48%-9.3pp | 119.20%-116.0pp | 7.63%-4.5pp |
| Employer contribution / active EE | $3,283 | $3,014+8.9% | $4,628-29.1% | $2,381+37.9% |
| Participant deferral / active EE | $6,031 | $5,240+15.1% | $6,426-6.1% | $3,470+73.8% |
| Admin fee / account holder | $378 | $5,519-93.1% | $9,284-95.9% | $4,888-92.3% |