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 | $85,622 | $154,228-44.5% | $145,433-41.1% | $137,256-37.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 12.56% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,226 | $4,804-53.7% | $4,554-51.1% | $4,156-46.4% |
| Participant deferral / active EE | $2,862 | $8,216-65.2% | $7,897-63.8% | $6,407-55.3% |
| Admin fee / account holder | $54,836 | $14,344+282.3% | $13,129+317.7% | $12,270+346.9% |