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 | $75,293 | $127,065-40.7% | $113,168-33.5% | $142,382-47.1% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 17.45% | 24.03%-6.6pp | 24.27%-6.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,735 | $3,442-49.6% | $2,975-41.7% | $4,299-59.6% |
| Participant deferral / active EE | $4,635 | $5,716-18.9% | $5,107-9.2% | $6,507-28.8% |
| Admin fee / account holder | $1,481 | $15,736-90.6% | $12,068-87.7% | $12,624-88.3% |