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 | $55,016 | $83,337-34.0% | $67,834-18.9% | $273,961-79.9% |
| Participation rate | 81.0% | 76.4%+4.5pp | 68.8%+12.2pp | 83.0%-2.1pp |
| Annual return | 6.74% | 259.45%-252.7pp | 138.47%-131.7pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,326 | $3,287-59.7% | $2,403-44.8% | $4,869-72.8% |
| Participant deferral / active EE | $3,485 | $4,088-14.8% | $3,160+10.3% | $5,287-34.1% |
| Admin fee / account holder | $2,197 | $6,752-67.5% | $4,622-52.5% | $10,132-78.3% |