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 | $76,509 | $181,894-57.9% | $156,549-51.1% | $273,961-72.1% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 5.25% | 30.74%-25.5pp | 32.23%-27.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $3,340 | $6,248-46.5% | $5,501-39.3% | $4,869-31.4% |
| Participant deferral / active EE | $2,749 | $5,550-50.5% | $4,871-43.6% | $5,287-48.0% |
| Admin fee / account holder | $877 | $15,559-94.4% | $13,027-93.3% | $10,132-91.3% |