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 | $70,647 | $152,460-53.7% | $118,746-40.5% | $147,584-52.1% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.3%+1.7pp | 82.8%-2.8pp |
| Annual return | 11.60% | 17.41%-5.8pp | 24.54%-12.9pp | 578.55%-566.9pp |
| Employer contribution / active EE | $3,026 | $5,046-40.0% | $4,193-27.8% | $4,876-37.9% |
| Participant deferral / active EE | $7,561 | $6,212+21.7% | $5,332+41.8% | $5,439+39.0% |
| Admin fee / account holder | $3,059 | $16,953-82.0% | $10,720-71.5% | $10,885-71.9% |