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 | $14,902 | $90,503-83.5% | $78,689-81.1% | $273,961-94.6% |
| Participation rate | 72.7% | 76.5%-3.8pp | 73.6%-0.8pp | 83.0%-10.3pp |
| Annual return | 5.67% | 75.60%-69.9pp | 62.18%-56.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $2,688 | $3,176-15.4% | $2,851-5.7% | $4,869-44.8% |
| Participant deferral / active EE | $2,916 | $3,901-25.2% | $3,517-17.1% | $5,287-44.8% |
| Admin fee / account holder | $19,307 | $5,263+266.8% | $4,510+328.0% | $10,132+90.6% |