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 | $81,421 | $148,978-45.3% | $200,582-59.4% | $84,808-4.0% |
| Participation rate | 94.9% | 84.2%+10.6pp | 86.9%+8.0pp | 68.3%+26.6pp |
| Annual return | 19.42% | 28.16%-8.7pp | 42.33%-22.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $5,053 | $4,815+4.9% | $6,419-21.3% | $2,631+92.0% |
| Participant deferral / active EE | $6,263 | $7,142-12.3% | $9,331-32.9% | $4,212+48.7% |
| Admin fee / account holder | $4,920 | $13,977-64.8% | $16,305-69.8% | $7,344-33.0% |