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 | $73,380 | $103,376-29.0% | $87,100-15.8% | $152,861-52.0% |
| Participation rate | 73.9% | 79.3%-5.4pp | 76.9%-3.0pp | 82.4%-8.5pp |
| Annual return | 17.15% | 28.10%-10.9pp | 28.19%-11.0pp | 345.32%-328.2pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,250 | $4,778-52.9% | $4,049-44.4% | $5,850-61.5% |
| Admin fee / account holder | $2,781 | $12,205-77.2% | $7,497-62.9% | $11,596-76.0% |