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 | $69,330 | $93,571-25.9% | $135,903-49.0% | $75,163-7.8% |
| Participation rate | 72.1% | 75.2%-3.1pp | 81.9%-9.8pp | 67.2%+4.9pp |
| Annual return | 18.12% | 30.90%-12.8pp | 68.23%-50.1pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,397 | $3,537-60.5% | $4,856-71.2% | $2,670-47.7% |
| Participant deferral / active EE | $4,716 | $6,404-26.4% | $7,758-39.2% | $4,125+14.3% |
| Admin fee / account holder | $40,504 | $6,975+480.7% | $10,762+276.4% | $5,651+616.8% |