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 | $65,322 | $172,478-62.1% | $145,661-55.2% | $142,382-54.1% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.2%-2.2pp | 80.1%-5.1pp |
| Annual return | 15.95% | 151.09%-135.1pp | 101.46%-85.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,438 | $4,899-50.2% | $4,238-42.5% | $4,299-43.3% |
| Participant deferral / active EE | $3,919 | $8,348-53.1% | $7,198-45.6% | $6,507-39.8% |
| Admin fee / account holder | $1,399 | $16,864-91.7% | $12,466-88.8% | $12,624-88.9% |