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 | $71,108 | $109,413-35.0% | $156,263-54.5% | $84,808-16.2% |
| Participation rate | 96.7% | 72.7%+24.0pp | 78.9%+17.8pp | 68.3%+28.4pp |
| Annual return | 21.03% | 20.18%+0.8pp | 59.47%-38.4pp | 40.90%-19.9pp |
| Employer contribution / active EE | $2,467 | $2,907-15.1% | $4,333-43.1% | $2,631-6.2% |
| Participant deferral / active EE | $7,490 | $4,590+63.2% | $6,158+21.6% | $4,212+77.9% |
| Admin fee / account holder | $2,337 | $9,357-75.0% | $14,255-83.6% | $7,344-68.2% |