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 | $76,042 | $80,717-5.8% | $154,803-50.9% | $84,808-10.3% |
| Participation rate | 71.2% | 66.8%+4.4pp | 78.1%-6.8pp | 68.3%+2.9pp |
| Annual return | 18.34% | 37.96%-19.6pp | 58.88%-40.5pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,643 | $2,761-40.5% | $4,305-61.8% | $2,631-37.5% |
| Participant deferral / active EE | $3,471 | $3,303+5.1% | $5,540-37.4% | $4,212-17.6% |
| Admin fee / account holder | $6,779 | $6,746+0.5% | $14,329-52.7% | $7,344-7.7% |