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 | $81,707 | $97,757-16.4% | $83,848-2.6% | $135,375-39.6% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | 19.26% | 1287.37%-1268.1pp | 850.88%-831.6pp | 519.73%-500.5pp |
| Employer contribution / active EE | $2,317 | $4,222-45.1% | $3,631-36.2% | $4,779-51.5% |
| Participant deferral / active EE | $2,317 | $4,682-50.5% | $4,082-43.2% | $5,609-58.7% |
| Admin fee / account holder | $22,597 | $6,674+238.6% | $5,478+312.5% | $10,827+108.7% |