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 | $49,437 | $109,982-55.1% | $97,226-49.2% | $145,922-66.1% |
| Participation rate | 72.7% | 75.9%-3.2pp | 72.7%0pp | 80.3%-7.5pp |
| Annual return | 11.10% | 242.90%-231.8pp | 75.13%-64.0pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,330 | $3,084-56.9% | $2,729-51.2% | $4,660-71.4% |
| Participant deferral / active EE | $1,917 | $4,676-59.0% | $4,264-55.0% | $6,688-71.3% |
| Admin fee / account holder | $4,925 | $6,221-20.8% | $5,654-12.9% | $13,397-63.2% |