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 | $66,563 | $140,940-52.8% | $112,229-40.7% | $139,434-52.3% |
| Participation rate | 73.3% | 79.2%-5.9pp | 72.4%+0.9pp | 80.3%-7.0pp |
| Annual return | 20.21% | 32.71%-12.5pp | 30.20%-10.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,710 | $4,283-60.1% | $3,430-50.2% | $4,751-64.0% |
| Participant deferral / active EE | $2,305 | $5,874-60.8% | $4,798-52.0% | $6,710-65.6% |
| Admin fee / account holder | $3,152 | $9,954-68.3% | $7,748-59.3% | $11,403-72.4% |