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 | $86,798 | $181,894-52.3% | $156,549-44.6% | $273,961-68.3% |
| Participation rate | 72.2% | 88.4%-16.2pp | 84.0%-11.8pp | 83.0%-10.8pp |
| Annual return | 7.85% | 30.74%-22.9pp | 32.23%-24.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,051 | $6,248-67.2% | $5,501-62.7% | $4,869-57.9% |
| Participant deferral / active EE | $3,424 | $5,550-38.3% | $4,871-29.7% | $5,287-35.2% |
| Admin fee / account holder | $2,693 | $15,559-82.7% | $13,027-79.3% | $10,132-73.4% |