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 | $58,646 | $181,894-67.8% | $156,549-62.5% | $273,961-78.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 6.34% | 30.74%-24.4pp | 32.23%-25.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,666 | $6,248-73.3% | $5,501-69.7% | $4,869-65.8% |
| Participant deferral / active EE | $2,287 | $5,550-58.8% | $4,871-53.0% | $5,287-56.7% |
| Admin fee / account holder | $7,059 | $15,559-54.6% | $13,027-45.8% | $10,132-30.3% |