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 | $60,097 | $138,347-56.6% | $184,203-67.4% | $80,856-25.7% |
| Participation rate | 77.8% | 83.9%-6.1pp | 86.8%-9.0pp | 67.6%+10.1pp |
| Annual return | 31.53% | 20.02%+11.5pp | 28.81%+2.7pp | 35.59%-4.1pp |
| Employer contribution / active EE | $2,350 | $4,850-51.5% | $6,427-63.4% | $2,755-14.7% |
| Participant deferral / active EE | $3,272 | $7,071-53.7% | $9,131-64.2% | $4,296-23.8% |
| Admin fee / account holder | $11,405 | $10,483+8.8% | $13,901-18.0% | $6,918+64.9% |