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 | $66,604 | $111,754-40.4% | $103,333-35.5% | $145,922-54.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 13.67% | 24.77%-11.1pp | 24.88%-11.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,917 | $4,212-30.7% | $3,868-24.6% | $4,660-37.4% |
| Participant deferral / active EE | $2,705 | $5,619-51.9% | $5,057-46.5% | $6,688-59.6% |
| Admin fee / account holder | $8,569 | $9,750-12.1% | $8,355+2.6% | $13,397-36.0% |