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 | $69,608 | $101,724-31.6% | $164,813-57.8% | $80,856-13.9% |
| Participation rate | 70.5% | 71.8%-1.4pp | 78.6%-8.1pp | 67.6%+2.8pp |
| Annual return | 12.93% | 16.72%-3.8pp | 69.93%-57.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,573 | $2,953-12.9% | $4,341-40.7% | $2,755-6.6% |
| Participant deferral / active EE | $5,685 | $4,477+27.0% | $6,031-5.7% | $4,296+32.3% |
| Admin fee / account holder | $1,748 | $8,227-78.7% | $12,690-86.2% | $6,918-74.7% |