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 | $73,290 | $116,175-36.9% | $93,606-21.7% | $152,861-52.1% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 18.74% | 35.96%-17.2pp | 32.76%-14.0pp | 345.32%-326.6pp |
| Employer contribution / active EE | $3,021 | $3,218-6.1% | $2,718+11.1% | $4,762-36.6% |
| Participant deferral / active EE | $7,073 | $4,603+53.6% | $4,069+73.8% | $5,850+20.9% |
| Admin fee / account holder | $57,630 | $10,748+436.2% | $7,888+630.6% | $11,596+397.0% |