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 | $60,534 | $124,425-51.3% | $112,040-46.0% | $137,256-55.9% |
| Participation rate | 73.3% | 79.3%-6.0pp | 76.5%-3.2pp | 80.0%-6.6pp |
| Annual return | 19.08% | 24.72%-5.6pp | 24.52%-5.4pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,399 | $3,411-29.7% | $2,954-18.8% | $4,156-42.3% |
| Participant deferral / active EE | $5,241 | $5,718-8.4% | $5,098+2.8% | $6,407-18.2% |
| Admin fee / account holder | $8,563 | $15,207-43.7% | $12,098-29.2% | $12,270-30.2% |