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 | $74,359 | $80,717-7.9% | $154,803-52.0% | $84,808-12.3% |
| Participation rate | 71.2% | 66.8%+4.4pp | 78.1%-6.9pp | 68.3%+2.9pp |
| Annual return | 13.69% | 37.96%-24.3pp | 58.88%-45.2pp | 40.90%-27.2pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,506 | $3,303+157.5% | $5,540+53.5% | $4,212+102.0% |
| Admin fee / account holder | $11,054 | $6,746+63.9% | $14,329-22.9% | $7,344+50.5% |