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 | $120,832 | $152,587-20.8% | $125,175-3.5% | $152,861-21.0% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 22.62% | 54.84%-32.2pp | 43.79%-21.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,918 | $4,946-61.2% | $3,865-50.4% | $4,762-59.7% |
| Participant deferral / active EE | $3,484 | $5,868-40.6% | $4,937-29.4% | $5,850-40.5% |
| Admin fee / account holder | $3,270 | $13,434-75.7% | $9,702-66.3% | $11,596-71.8% |