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 | $65,650 | $118,450-44.6% | $98,439-33.3% | $139,434-52.9% |
| Participation rate | 75.0% | 77.4%-2.4pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 15.37% | 18.94%-3.6pp | 21.16%-5.8pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,220 | $3,609-66.2% | $3,048-60.0% | $4,751-74.3% |
| Participant deferral / active EE | $2,610 | $5,392-51.6% | $4,738-44.9% | $6,710-61.1% |
| Admin fee / account holder | $2,049 | $14,026-85.4% | $8,948-77.1% | $11,403-82.0% |