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 | $69,433 | $108,919-36.3% | $100,391-30.8% | $145,922-52.4% |
| Participation rate | 78.6% | 82.9%-4.4pp | 81.5%-2.9pp | 80.3%-1.7pp |
| Annual return | 18.90% | 57.88%-39.0pp | 49.20%-30.3pp | 561.29%-542.4pp |
| Employer contribution / active EE | $2,174 | $4,419-50.8% | $3,942-44.8% | $4,660-53.3% |
| Participant deferral / active EE | $4,703 | $8,445-44.3% | $8,082-41.8% | $6,688-29.7% |
| Admin fee / account holder | $42,376 | $9,689+337.4% | $7,899+436.5% | $13,397+216.3% |