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 | $65,474 | $159,602-59.0% | $150,045-56.4% | $142,382-54.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 13.95% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,556 | $4,961-48.5% | $4,693-45.5% | $4,299-40.6% |
| Participant deferral / active EE | $7,752 | $8,310-6.7% | $7,997-3.1% | $6,507+19.1% |
| Admin fee / account holder | $74,339 | $14,846+400.7% | $13,435+453.3% | $12,624+488.9% |