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 | $61,423 | $140,940-56.4% | $112,229-45.3% | $139,434-55.9% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 16.68% | 32.71%-16.0pp | 30.20%-13.5pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,521 | $4,283-41.1% | $3,430-26.5% | $4,751-46.9% |
| Participant deferral / active EE | $4,443 | $5,874-24.4% | $4,798-7.4% | $6,710-33.8% |
| Admin fee / account holder | $5,575 | $9,954-44.0% | $7,748-28.1% | $11,403-51.1% |