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 | $77,637 | $176,812-56.1% | $146,665-47.1% | $167,490-53.6% |
| Participation rate | 70.0% | 83.6%-13.6pp | 80.1%-10.1pp | 82.1%-12.1pp |
| Annual return | 14.88% | 24.03%-9.2pp | 22.74%-7.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,763 | $5,160-65.8% | $4,136-57.4% | $4,837-63.6% |
| Participant deferral / active EE | $2,192 | $6,440-66.0% | $5,506-60.2% | $6,341-65.4% |
| Admin fee / account holder | $1,677 | $13,259-87.4% | $10,280-83.7% | $12,309-86.4% |