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 | $57,915 | $149,734-61.3% | $118,925-51.3% | $158,922-63.6% |
| Participation rate | 72.7% | 82.1%-9.4pp | 75.4%-2.7pp | 82.0%-9.2pp |
| Annual return | 10.18% | 19.95%-9.8pp | 35.88%-25.7pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,282 | $4,115-68.8% | $3,263-60.7% | $4,761-73.1% |
| Participant deferral / active EE | $1,676 | $5,223-67.9% | $4,265-60.7% | $5,982-72.0% |
| Admin fee / account holder | $4,637 | $8,603-46.1% | $6,581-29.5% | $11,246-58.8% |