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 | $62,678 | $96,965-35.4% | $97,995-36.0% | $147,584-57.5% |
| Participation rate | 75.0% | 83.6%-8.6pp | 82.4%-7.4pp | 82.8%-7.8pp |
| Annual return | 16.10% | 24.11%-8.0pp | 23.94%-7.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,990 | $4,536-56.1% | $4,158-52.1% | $4,876-59.2% |
| Participant deferral / active EE | $4,778 | $5,081-6.0% | $5,097-6.2% | $5,439-12.1% |
| Admin fee / account holder | $28,418 | $8,120+250.0% | $5,943+378.1% | $10,885+161.1% |