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 | $70,712 | $107,452-34.2% | $91,541-22.8% | $142,382-50.3% |
| Participation rate | 70.6% | 75.1%-4.5pp | 69.8%+0.8pp | 80.1%-9.5pp |
| Annual return | 19.15% | 22.06%-2.9pp | 20.50%-1.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,499 | $2,994-50.0% | $2,505-40.2% | $4,299-65.1% |
| Participant deferral / active EE | $5,593 | $4,754+17.6% | $4,008+39.6% | $6,507-14.0% |
| Admin fee / account holder | $4,084 | $8,834-53.8% | $6,956-41.3% | $12,624-67.6% |