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 | $53,465 | $167,307-68.0% | $143,757-62.8% | $134,475-60.2% |
| Participation rate | 78.3% | 84.8%-6.5pp | 80.3%-2.0pp | 81.2%-3.0pp |
| Annual return | 21.76% | 0.46%+21.3pp | -0.04%+21.8pp | 417.96%-396.2pp |
| Employer contribution / active EE | $2,919 | $5,619-48.1% | $4,951-41.0% | $4,740-38.4% |
| Participant deferral / active EE | $4,803 | $6,446-25.5% | $5,637-14.8% | $6,400-25.0% |
| Admin fee / account holder | $18,138 | $18,088+0.3% | $14,673+23.6% | $11,426+58.7% |