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 | $20,372 | $90,600-77.5% | $79,464-74.4% | $135,375-85.0% |
| Participation rate | 72.2% | 76.0%-3.8pp | 73.3%-1.1pp | 82.6%-10.4pp |
| Annual return | 7.17% | 977.43%-970.3pp | 718.14%-711.0pp | 519.73%-512.6pp |
| Employer contribution / active EE | $2,629 | $3,068-14.3% | $2,800-6.1% | $4,779-45.0% |
| Participant deferral / active EE | $3,053 | $4,050-24.6% | $3,704-17.6% | $5,609-45.6% |
| Admin fee / account holder | $486 | $5,907-91.8% | $5,113-90.5% | $10,827-95.5% |