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 | $50,521 | $113,339-55.4% | $94,993-46.8% | $147,584-65.8% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.9%+1.1pp | 82.8%-7.8pp |
| Annual return | 17.27% | 20.77%-3.5pp | 27.12%-9.9pp | 578.55%-561.3pp |
| Employer contribution / active EE | $417 | $3,160-86.8% | $2,603-84.0% | $4,876-91.5% |
| Participant deferral / active EE | $2,577 | $3,777-31.8% | $3,317-22.3% | $5,439-52.6% |
| Admin fee / account holder | $11,496 | $6,063+89.6% | $4,960+131.8% | $10,885+5.6% |