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 | $54,052 | $127,065-57.5% | $113,168-52.2% | $142,382-62.0% |
| Participation rate | 72.7% | 79.2%-6.5pp | 76.6%-3.8pp | 80.1%-7.4pp |
| Annual return | 15.07% | 24.03%-9.0pp | 24.27%-9.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,077 | $3,442-68.7% | $2,975-63.8% | $4,299-74.9% |
| Participant deferral / active EE | $4,764 | $5,716-16.7% | $5,107-6.7% | $6,507-26.8% |
| Admin fee / account holder | $14,206 | $15,736-9.7% | $12,068+17.7% | $12,624+12.5% |