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 | $72,986 | $162,781-55.2% | $133,956-45.5% | $158,922-54.1% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 7.68% | 41.94%-34.3pp | 45.09%-37.4pp | 302.83%-295.1pp |
| Employer contribution / active EE | $1,565 | $4,975-68.6% | $3,919-60.1% | $4,761-67.1% |
| Participant deferral / active EE | $1,956 | $5,911-66.9% | $5,048-61.3% | $5,982-67.3% |
| Admin fee / account holder | $43,844 | $11,736+273.6% | $8,927+391.1% | $11,246+289.9% |