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 | $66,612 | $79,449-16.2% | $189,557-64.9% | $85,850-22.4% |
| Participation rate | 75.0% | 66.0%+9.0pp | 78.4%-3.4pp | 69.3%+5.7pp |
| Annual return | 17.47% | 18.45%-1.0pp | 64.17%-46.7pp | 318.53%-301.1pp |
| Employer contribution / active EE | $2,237 | $2,081+7.5% | $4,412-49.3% | $2,565-12.8% |
| Participant deferral / active EE | $4,308 | $4,051+6.3% | $6,174-30.2% | $3,952+9.0% |
| Admin fee / account holder | $2,892 | $5,377-46.2% | $9,807-70.5% | $6,260-53.8% |