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 | $65,566 | $73,787-11.1% | $98,716-33.6% | $82,448-20.5% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.3%+5.7pp | 68.1%+6.9pp |
| Annual return | 17.37% | 18.57%-1.2pp | 31.81%-14.4pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,556 | $1,511+3.0% | $2,279-31.7% | $2,551-39.0% |
| Participant deferral / active EE | $2,861 | $3,081-7.1% | $4,048-29.3% | $4,139-30.9% |
| Admin fee / account holder | $2,949 | $6,500-54.6% | $8,703-66.1% | $7,234-59.2% |