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 | $58,537 | $116,175-49.6% | $93,606-37.5% | $152,861-61.7% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 15.36% | 35.96%-20.6pp | 32.76%-17.4pp | 345.32%-330.0pp |
| Employer contribution / active EE | $698 | $3,218-78.3% | $2,718-74.3% | $4,762-85.4% |
| Participant deferral / active EE | $1,400 | $4,603-69.6% | $4,069-65.6% | $5,850-76.1% |
| Admin fee / account holder | $45,118 | $10,748+319.8% | $7,888+472.0% | $11,596+289.1% |