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 | $50,704 | $69,207-26.7% | $64,056-20.8% | $139,434-63.6% |
| Participation rate | 70.0% | 75.6%-5.6pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 10.19% | 45.88%-35.7pp | 33.69%-23.5pp | 372.94%-362.8pp |
| Employer contribution / active EE | $4,918 | $3,182+54.5% | $2,747+79.0% | $4,751+3.5% |
| Participant deferral / active EE | $2,721 | $4,682-41.9% | $3,880-29.9% | $6,710-59.5% |
| Admin fee / account holder | $3,701 | $4,244-12.8% | $3,068+20.6% | $11,403-67.5% |