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 | $46,389 | $181,894-74.5% | $156,549-70.4% | $273,961-83.1% |
| Participation rate | 93.8% | 88.4%+5.4pp | 84.0%+9.7pp | 83.0%+10.7pp |
| Annual return | 6.22% | 30.74%-24.5pp | 32.23%-26.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $4,885 | $6,248-21.8% | $5,501-11.2% | $4,869+0.3% |
| Participant deferral / active EE | $7,355 | $5,550+32.5% | $4,871+51.0% | $5,287+39.1% |
| Admin fee / account holder | $1,147 | $15,559-92.6% | $13,027-91.2% | $10,132-88.7% |