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 | $74,552 | $81,248-8.2% | $155,509-52.1% | $80,856-7.8% |
| Participation rate | 97.5% | 66.2%+31.3pp | 78.2%+19.3pp | 67.6%+29.9pp |
| Annual return | 12.23% | 33.31%-21.1pp | 64.67%-52.4pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,440 | $3,100+11.0% | $4,672-26.4% | $2,755+24.9% |
| Participant deferral / active EE | $4,671 | $3,452+35.3% | $5,626-17.0% | $4,296+8.7% |
| Admin fee / account holder | $5,579 | $7,997-30.2% | $15,912-64.9% | $6,918-19.4% |