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 5-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 | $52,326 | $177,572-70.5% | $154,803-66.2% | $142,382-63.2% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 16.13% | 65.07%-48.9pp | 58.88%-42.8pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,898 | $4,810-39.8% | $4,305-32.7% | $4,299-32.6% |
| Participant deferral / active EE | $4,435 | $6,272-29.3% | $5,540-20.0% | $6,507-31.8% |
| Admin fee / account holder | $12,960 | $16,786-22.8% | $14,329-9.6% | $12,624+2.7% |