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 | $68,767 | $88,707-22.5% | $74,183-7.3% | $273,961-74.9% |
| Participation rate | 72.7% | 79.4%-6.7pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 3.02% | 11.94%-8.9pp | 17.74%-14.7pp | 41.45%-38.4pp |
| Employer contribution / active EE | $1,526 | $3,159-51.7% | $2,370-35.6% | $4,869-68.7% |
| Participant deferral / active EE | $1,983 | $4,212-52.9% | $3,550-44.1% | $5,287-62.5% |
| Admin fee / account holder | $2,530 | $8,717-71.0% | $5,586-54.7% | $10,132-75.0% |