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 | $65,496 | $118,450-44.7% | $98,439-33.5% | $139,434-53.0% |
| Participation rate | 77.8% | 77.4%+0.3pp | 75.2%+2.6pp | 80.3%-2.5pp |
| Annual return | 18.16% | 18.94%-0.8pp | 21.16%-3.0pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,502 | $3,609-58.4% | $3,048-50.7% | $4,751-68.4% |
| Participant deferral / active EE | $4,159 | $5,392-22.9% | $4,738-12.2% | $6,710-38.0% |
| Admin fee / account holder | $1,740 | $14,026-87.6% | $8,948-80.5% | $11,403-84.7% |