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 | $77,319 | $106,584-27.5% | $101,326-23.7% | $142,382-45.7% |
| Participation rate | 70.0% | 82.7%-12.7pp | 81.5%-11.5pp | 80.1%-10.1pp |
| Annual return | 15.30% | 36.93%-21.6pp | 36.82%-21.5pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,707 | $3,956-56.9% | $3,665-53.4% | $4,299-60.3% |
| Participant deferral / active EE | $5,697 | $8,297-31.3% | $7,994-28.7% | $6,507-12.5% |
| Admin fee / account holder | $6,646 | $11,446-41.9% | $11,185-40.6% | $12,624-47.3% |