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 | $32,715 | $80,717-59.5% | $154,803-78.9% | $84,808-61.4% |
| Participation rate | 88.9% | 66.8%+22.1pp | 78.1%+10.8pp | 68.3%+20.6pp |
| Annual return | 13.28% | 37.96%-24.7pp | 58.88%-45.6pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,944 | $2,761+6.6% | $4,305-31.6% | $2,631+11.9% |
| Participant deferral / active EE | $3,529 | $3,303+6.8% | $5,540-36.3% | $4,212-16.2% |
| Admin fee / account holder | $3,871 | $6,746-42.6% | $14,329-73.0% | $7,344-47.3% |