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 | $69,529 | $91,552-24.1% | $133,956-48.1% | $79,858-12.9% |
| Participation rate | 76.5% | 73.3%+3.1pp | 79.8%-3.4pp | 69.6%+6.8pp |
| Annual return | 21.53% | 61.85%-40.3pp | 45.09%-23.6pp | 31.71%-10.2pp |
| Employer contribution / active EE | $2,472 | $2,384+3.7% | $3,919-36.9% | $2,471+0.1% |
| Participant deferral / active EE | $5,784 | $3,733+54.9% | $5,048+14.6% | $3,740+54.6% |
| Admin fee / account holder | $17,260 | $6,321+173.1% | $8,927+93.3% | $5,306+225.3% |