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 | $106,442 | $227,553-53.2% | $189,557-43.8% | $167,490-36.4% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.4%-0.7pp | 82.1%-4.3pp |
| Annual return | 23.58% | 78.40%-54.8pp | 64.17%-40.6pp | 478.56%-455.0pp |
| Employer contribution / active EE | $2,422 | $5,316-54.4% | $4,412-45.1% | $4,837-49.9% |
| Participant deferral / active EE | $6,874 | $7,002-1.8% | $6,174+11.3% | $6,341+8.4% |
| Admin fee / account holder | $1,154 | $11,878-90.3% | $9,807-88.2% | $12,309-90.6% |