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 | $84,306 | $109,881-23.3% | $150,045-43.8% | $84,808-0.6% |
| Participation rate | 96.9% | 76.1%+20.8pp | 82.3%+14.6pp | 68.3%+28.6pp |
| Annual return | 16.09% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,086 | $3,561-13.3% | $4,693-34.2% | $2,631+17.3% |
| Participant deferral / active EE | $6,045 | $6,636-8.9% | $7,997-24.4% | $4,212+43.5% |
| Admin fee / account holder | $1,910 | $8,568-77.7% | $13,435-85.8% | $7,344-74.0% |