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 | $62,562 | $127,065-50.8% | $113,168-44.7% | $142,382-56.1% |
| Participation rate | 87.0% | 79.2%+7.8pp | 76.6%+10.4pp | 80.1%+6.8pp |
| Annual return | 14.63% | 24.03%-9.4pp | 24.27%-9.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,596 | $3,442-24.6% | $2,975-12.7% | $4,299-39.6% |
| Participant deferral / active EE | $2,834 | $5,716-50.4% | $5,107-44.5% | $6,507-56.4% |
| Admin fee / account holder | $6,283 | $15,736-60.1% | $12,068-47.9% | $12,624-50.2% |