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 | $61,237 | $81,208-24.6% | $98,907-38.1% | $79,858-23.3% |
| Participation rate | 74.1% | 72.5%+1.6pp | 76.0%-1.9pp | 69.6%+4.4pp |
| Annual return | 15.01% | 60.99%-46.0pp | 196.43%-181.4pp | 31.71%-16.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,336 | $3,265-28.4% | $4,244-45.0% | $3,740-37.5% |
| Admin fee / account holder | $12,318 | $6,013+104.9% | $6,642+85.5% | $5,306+132.1% |