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 | $70,259 | $124,425-43.5% | $112,040-37.3% | $137,256-48.8% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 14.13% | 24.72%-10.6pp | 24.52%-10.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,030 | $3,411-40.5% | $2,954-31.3% | $4,156-51.2% |
| Participant deferral / active EE | $4,417 | $5,718-22.8% | $5,098-13.4% | $6,407-31.1% |
| Admin fee / account holder | $1,311 | $15,207-91.4% | $12,098-89.2% | $12,270-89.3% |