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 | $45,895 | $87,013-47.3% | $106,213-56.8% | $80,856-43.2% |
| Participation rate | 72.7% | 70.4%+2.3pp | 75.3%-2.6pp | 67.6%+5.1pp |
| Annual return | 15.36% | 17.05%-1.7pp | 116.14%-100.8pp | 35.59%-20.2pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,268 | $3,986-18.0% | $5,016-34.8% | $4,296-23.9% |
| Admin fee / account holder | $1,065 | $8,431-87.4% | $11,033-90.3% | $6,918-84.6% |