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 | $52,188 | $140,940-63.0% | $112,229-53.5% | $139,434-62.6% |
| Participation rate | 71.4% | 79.2%-7.8pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 13.16% | 32.71%-19.5pp | 30.20%-17.0pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,803 | $4,283-57.9% | $3,430-47.4% | $4,751-62.0% |
| Participant deferral / active EE | $2,592 | $5,874-55.9% | $4,798-46.0% | $6,710-61.4% |
| Admin fee / account holder | $457 | $9,954-95.4% | $7,748-94.1% | $11,403-96.0% |