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 | $34,131 | $83,477-59.1% | $125,175-72.7% | $72,985-53.2% |
| Participation rate | 83.8% | 73.3%+10.5pp | 79.8%+4.0pp | 69.5%+14.3pp |
| Annual return | 21.16% | 25.78%-4.6pp | 43.79%-22.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $2,019 | $2,345-13.9% | $3,865-47.8% | $2,440-17.2% |
| Participant deferral / active EE | $3,265 | $3,585-8.9% | $4,937-33.9% | $3,607-9.5% |
| Admin fee / account holder | $4,836 | $5,517-12.3% | $9,702-50.2% | $5,124-5.6% |