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 | $52,690 | $103,376-49.0% | $87,100-39.5% | $152,861-65.5% |
| Participation rate | 77.8% | 79.3%-1.6pp | 76.9%+0.9pp | 82.4%-4.7pp |
| Annual return | 21.03% | 28.10%-7.1pp | 28.19%-7.2pp | 345.32%-324.3pp |
| Employer contribution / active EE | $779 | $3,220-75.8% | $2,521-69.1% | $4,762-83.6% |
| Participant deferral / active EE | $2,239 | $4,778-53.1% | $4,049-44.7% | $5,850-61.7% |
| Admin fee / account holder | $1,957 | $12,205-84.0% | $7,497-73.9% | $11,596-83.1% |