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 | $45,717 | $124,281-63.2% | $109,143-58.1% | $167,490-72.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 11.57% | 26.04%-14.5pp | 25.75%-14.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,062 | $4,207-51.0% | $3,722-44.6% | $4,837-57.4% |
| Participant deferral / active EE | $3,224 | $5,255-38.6% | $4,653-30.7% | $6,341-49.2% |
| Admin fee / account holder | $395 | $7,970-95.0% | $6,752-94.2% | $12,309-96.8% |