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 | $69,341 | $115,882-40.2% | $100,516-31.0% | $158,922-56.4% |
| Participation rate | 76.2% | 81.6%-5.4pp | 79.4%-3.2pp | 82.0%-5.8pp |
| Annual return | 11.85% | 34.79%-22.9pp | 30.89%-19.0pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,745 | $4,103-57.5% | $3,418-48.9% | $4,761-63.3% |
| Participant deferral / active EE | $3,771 | $6,674-43.5% | $6,270-39.9% | $5,982-37.0% |
| Admin fee / account holder | $17,811 | $10,995+62.0% | $8,081+120.4% | $11,246+58.4% |