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 | $55,639 | $172,111-67.7% | $150,298-63.0% | $137,256-59.5% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 11.60% | 69.37%-57.8pp | 62.79%-51.2pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,172 | $4,636-53.1% | $4,154-47.7% | $4,156-47.7% |
| Participant deferral / active EE | $5,259 | $6,166-14.7% | $5,453-3.6% | $6,407-17.9% |
| Admin fee / account holder | $10,280 | $16,471-37.6% | $14,116-27.2% | $12,270-16.2% |