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 | $85,235 | $104,251-18.2% | $91,001-6.3% | $147,584-42.2% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.6%-4.2pp | 82.8%-11.4pp |
| Annual return | 25.02% | 27.06%-2.0pp | 4.60%+20.4pp | 578.55%-553.5pp |
| Employer contribution / active EE | $3,232 | $3,116+3.7% | $2,456+31.6% | $4,876-33.7% |
| Participant deferral / active EE | $6,437 | $4,195+53.5% | $3,547+81.5% | $5,439+18.4% |
| Admin fee / account holder | $895 | $8,948-90.0% | $5,417-83.5% | $10,885-91.8% |