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 | $74,777 | $181,894-58.9% | $156,549-52.2% | $273,961-72.7% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 6.16% | 30.74%-24.6pp | 32.23%-26.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,780 | $6,248-55.5% | $5,501-49.5% | $4,869-42.9% |
| Participant deferral / active EE | $6,214 | $5,550+12.0% | $4,871+27.6% | $5,287+17.5% |
| Admin fee / account holder | $2,785 | $15,559-82.1% | $13,027-78.6% | $10,132-72.5% |