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 | $46,150 | $84,696-45.5% | $75,696-39.0% | $167,490-72.4% |
| Participation rate | 72.2% | 77.8%-5.6pp | 74.8%-2.6pp | 82.1%-9.9pp |
| Annual return | 9.50% | 199.36%-189.9pp | 104.53%-95.0pp | 478.56%-469.1pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,330 | $4,580-71.0% | $3,821-65.2% | $6,341-79.0% |
| Admin fee / account holder | $5,689 | $5,355+6.2% | $3,619+57.2% | $12,309-53.8% |