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 | $79,621 | $98,240-19.0% | $82,313-3.3% | $147,584-46.1% |
| Participation rate | 72.7% | 79.7%-7.0pp | 76.9%-4.2pp | 82.8%-10.1pp |
| Annual return | 11.41% | 30.85%-19.4pp | 25.88%-14.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $1,076 | $3,192-66.3% | $2,428-55.7% | $4,876-77.9% |
| Participant deferral / active EE | $1,860 | $4,383-57.6% | $3,706-49.8% | $5,439-65.8% |
| Admin fee / account holder | $3,862 | $8,563-54.9% | $5,608-31.1% | $10,885-64.5% |