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 | $83,247 | $113,339-26.5% | $94,993-12.4% | $147,584-43.6% |
| Participation rate | 70.0% | 78.0%-8.0pp | 73.9%-3.9pp | 82.8%-12.8pp |
| Annual return | 16.24% | 20.77%-4.5pp | 27.12%-10.9pp | 578.55%-562.3pp |
| Employer contribution / active EE | $388 | $3,160-87.7% | $2,603-85.1% | $4,876-92.0% |
| Participant deferral / active EE | $2,015 | $3,777-46.7% | $3,317-39.3% | $5,439-63.0% |
| Admin fee / account holder | $15,417 | $6,063+154.3% | $4,960+210.8% | $10,885+41.6% |