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 | $69,716 | $109,413-36.3% | $156,263-55.4% | $84,808-17.8% |
| Participation rate | 96.7% | 72.7%+24.0pp | 78.9%+17.8pp | 68.3%+28.4pp |
| Annual return | 16.42% | 20.18%-3.8pp | 59.47%-43.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,006 | $2,907+72.2% | $4,333+15.5% | $2,631+90.3% |
| Participant deferral / active EE | $4,022 | $4,590-12.4% | $6,158-34.7% | $4,212-4.5% |
| Admin fee / account holder | $6,428 | $9,357-31.3% | $14,255-54.9% | $7,344-12.5% |