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 | $65,139 | $95,803-32.0% | $113,168-42.4% | $84,808-23.2% |
| Participation rate | 72.5% | 72.9%-0.4pp | 76.6%-4.1pp | 68.3%+4.2pp |
| Annual return | 17.51% | 25.00%-7.5pp | 24.27%-6.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,634 | $2,360-30.8% | $2,975-45.1% | $2,631-37.9% |
| Participant deferral / active EE | $1,958 | $4,242-53.8% | $5,107-61.7% | $4,212-53.5% |
| Admin fee / account holder | $2,186 | $8,989-75.7% | $12,068-81.9% | $7,344-70.2% |