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 | $65,246 | $165,912-60.7% | $122,332-46.7% | $147,584-55.8% |
| Participation rate | 72.2% | 79.6%-7.4pp | 71.6%+0.6pp | 82.8%-10.6pp |
| Annual return | 7.69% | 34.55%-26.9pp | 30.27%-22.6pp | 578.55%-570.9pp |
| Employer contribution / active EE | $1,447 | $5,754-74.9% | $4,050-64.3% | $4,876-70.3% |
| Participant deferral / active EE | $3,337 | $4,005-16.7% | $3,287+1.5% | $5,439-38.6% |
| Admin fee / account holder | $1,805 | $7,424-75.7% | $5,478-67.1% | $10,885-83.4% |