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 9-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 | $48,128 | $215,361-77.7% | $171,082-71.9% | $273,961-82.4% |
| Participation rate | 70.0% | 82.0%-12.0pp | 76.7%-6.7pp | 83.0%-13.0pp |
| Annual return | 9.81% | 25.14%-15.3pp | 32.56%-22.7pp | 41.45%-31.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,825 | $5,543-49.0% | $4,797-41.1% | $5,287-46.6% |
| Admin fee / account holder | $5,692 | $10,846-47.5% | $8,520-33.2% | $10,132-43.8% |