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 | $82,746 | $95,266-13.1% | $82,389+0.4% | $142,382-41.9% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | 14.35% | 25.74%-11.4pp | 28.67%-14.3pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,122 | $2,991-62.5% | $2,517-55.4% | $4,299-73.9% |
| Participant deferral / active EE | $2,028 | $4,809-57.8% | $4,155-51.2% | $6,507-68.8% |
| Admin fee / account holder | $55,981 | $8,563+553.7% | $7,231+674.2% | $12,624+343.5% |