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 | $61,989 | $138,347-55.2% | $184,203-66.3% | $80,856-23.3% |
| Participation rate | 82.1% | 83.9%-1.7pp | 86.8%-4.7pp | 67.6%+14.5pp |
| Annual return | 14.83% | 20.02%-5.2pp | 28.81%-14.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,020 | $7,071-29.0% | $9,131-45.0% | $4,296+16.9% |
| Admin fee / account holder | $818 | $10,483-92.2% | $13,901-94.1% | $6,918-88.2% |