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 | $67,705 | $110,257-38.6% | $96,544-29.9% | $139,434-51.4% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | 11.27% | 26.32%-15.0pp | 25.84%-14.6pp | 372.94%-361.7pp |
| Employer contribution / active EE | $1,778 | $3,620-50.9% | $2,965-40.0% | $4,751-62.6% |
| Participant deferral / active EE | $3,367 | $5,548-39.3% | $4,851-30.6% | $6,710-49.8% |
| Admin fee / account holder | $4,361 | $11,591-62.4% | $8,252-47.2% | $11,403-61.8% |