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 | $107,620 | $154,117-30.2% | $129,995-17.2% | $139,434-22.8% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.5%-0.7pp | 80.3%-2.5pp |
| Annual return | 14.52% | 32.48%-18.0pp | -137.18%+151.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,865 | $5,289-64.7% | $4,320-56.8% | $4,751-60.7% |
| Participant deferral / active EE | $6,076 | $6,710-9.5% | $5,820+4.4% | $6,710-9.5% |
| Admin fee / account holder | $33,586 | $14,007+139.8% | $10,614+216.4% | $11,403+194.6% |