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 | $70,598 | $177,572-60.2% | $154,803-54.4% | $142,382-50.4% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 20.94% | 65.07%-44.1pp | 58.88%-37.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,012 | $4,810-58.2% | $4,305-53.3% | $4,299-53.2% |
| Participant deferral / active EE | $5,331 | $6,272-15.0% | $5,540-3.8% | $6,507-18.1% |
| Admin fee / account holder | $40,667 | $16,786+142.3% | $14,329+183.8% | $12,624+222.1% |