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 | $56,929 | $104,974-45.8% | $95,585-40.4% | $142,382-60.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 10.47% | 210.33%-199.9pp | 38.56%-28.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $837 | $2,779-69.9% | $2,527-66.9% | $4,299-80.5% |
| Participant deferral / active EE | $3,578 | $4,352-17.8% | $4,023-11.1% | $6,507-45.0% |
| Admin fee / account holder | $9,434 | $6,386+47.7% | $6,127+54.0% | $12,624-25.3% |