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 | $78,472 | $106,749-26.5% | $145,433-46.0% | $82,448-4.8% |
| Participation rate | 71.9% | 75.6%-3.7pp | 82.1%-10.2pp | 68.1%+3.9pp |
| Annual return | 19.71% | 27.59%-7.9pp | 66.58%-46.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $3,575 | $3,444+3.8% | $4,554-21.5% | $2,551+40.2% |
| Participant deferral / active EE | $6,949 | $6,519+6.6% | $7,897-12.0% | $4,139+67.9% |
| Admin fee / account holder | $4,102 | $8,390-51.1% | $13,129-68.8% | $7,234-43.3% |