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 | $72,626 | $107,934-32.7% | $91,989-21.0% | $152,861-52.5% |
| Participation rate | 72.7% | 81.2%-8.5pp | 78.6%-5.9pp | 82.4%-9.7pp |
| Annual return | 20.46% | 89.24%-68.8pp | 69.02%-48.6pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,354 | $4,210-67.8% | $3,452-60.8% | $4,762-71.6% |
| Participant deferral / active EE | $5,810 | $6,364-8.7% | $5,923-1.9% | $5,850-0.7% |
| Admin fee / account holder | $6,973 | $10,520-33.7% | $7,743-9.9% | $11,596-39.9% |