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 | $95,237 | $152,460-37.5% | $118,746-19.8% | $147,584-35.5% |
| Participation rate | 76.2% | 82.3%-6.1pp | 78.3%-2.1pp | 82.8%-6.6pp |
| Annual return | 11.59% | 17.41%-5.8pp | 24.54%-12.9pp | 578.55%-567.0pp |
| Employer contribution / active EE | $2,754 | $5,046-45.4% | $4,193-34.3% | $4,876-43.5% |
| Participant deferral / active EE | $8,456 | $6,212+36.1% | $5,332+58.6% | $5,439+55.5% |
| Admin fee / account holder | $11,503 | $16,953-32.1% | $10,720+7.3% | $10,885+5.7% |