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 | $35,898 | $179,726-80.0% | $156,263-77.0% | $142,382-74.8% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.9%-5.6pp | 80.1%-6.8pp |
| Annual return | 12.49% | 77.86%-65.4pp | 59.47%-47.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,198 | $6,956-39.6% | $6,158-31.8% | $6,507-35.5% |
| Admin fee / account holder | $45,679 | $17,272+164.5% | $14,255+220.4% | $12,624+261.8% |