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 | $62,704 | $124,425-49.6% | $112,040-44.0% | $137,256-54.3% |
| Participation rate | 77.8% | 79.3%-1.5pp | 76.5%+1.3pp | 80.0%-2.2pp |
| Annual return | 12.28% | 24.72%-12.4pp | 24.52%-12.2pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,278 | $3,411-33.2% | $2,954-22.9% | $4,156-45.2% |
| Participant deferral / active EE | $3,026 | $5,718-47.1% | $5,098-40.6% | $6,407-52.8% |
| Admin fee / account holder | $19,828 | $15,207+30.4% | $12,098+63.9% | $12,270+61.6% |