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 | $71,406 | $159,602-55.3% | $150,045-52.4% | $142,382-49.8% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 26.28% | 70.24%-44.0pp | 62.55%-36.3pp | 217.08%-190.8pp |
| Employer contribution / active EE | $1,787 | $4,961-64.0% | $4,693-61.9% | $4,299-58.4% |
| Participant deferral / active EE | $4,656 | $8,310-44.0% | $7,997-41.8% | $6,507-28.4% |
| Admin fee / account holder | $13,954 | $14,846-6.0% | $13,435+3.9% | $12,624+10.5% |