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 | $52,074 | $67,411-22.8% | $91,001-42.8% | $70,131-25.7% |
| Participation rate | 73.1% | 71.4%+1.7pp | 75.6%-2.5pp | 69.5%+3.5pp |
| Annual return | 67.17% | -40.16%+107.3pp | 4.60%+62.6pp | 73.14%-6.0pp |
| Employer contribution / active EE | $1,429 | $1,786-20.0% | $2,456-41.8% | $2,342-39.0% |
| Participant deferral / active EE | $2,715 | $2,823-3.8% | $3,547-23.5% | $3,332-18.5% |
| Admin fee / account holder | $767 | $4,236-81.9% | $5,417-85.8% | $4,645-83.5% |