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 | $65,649 | $171,164-61.6% | $127,761-48.6% | $152,861-57.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 22.16% | 23.54%-1.4pp | 26.14%-4.0pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,863 | $5,447-47.4% | $4,574-37.4% | $4,762-39.9% |
| Participant deferral / active EE | $5,278 | $7,038-25.0% | $6,021-12.3% | $5,850-9.8% |
| Admin fee / account holder | $3,494 | $14,530-76.0% | $9,395-62.8% | $11,596-69.9% |