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 | $79,376 | $100,754-21.2% | $86,677-8.4% | $134,475-41.0% |
| Participation rate | 72.7% | 78.9%-6.2pp | 76.6%-3.8pp | 81.2%-8.5pp |
| Annual return | -11.76% | 29.04%-40.8pp | 35.91%-47.7pp | 417.96%-429.7pp |
| Employer contribution / active EE | $1,231 | $3,489-64.7% | $2,836-56.6% | $4,740-74.0% |
| Participant deferral / active EE | $2,389 | $5,338-55.2% | $4,656-48.7% | $6,400-62.7% |
| Admin fee / account holder | $10,615 | $10,926-2.8% | $7,493+41.7% | $11,426-7.1% |