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 | $93,325 | $117,841-20.8% | $102,423-8.9% | $145,922-36.0% |
| Participation rate | 70.8% | 78.6%-7.8pp | 76.5%-5.7pp | 80.3%-9.4pp |
| Annual return | 9.79% | 31.65%-21.9pp | 29.32%-19.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,369 | $3,615-6.8% | $3,023+11.4% | $4,660-27.7% |
| Participant deferral / active EE | $4,736 | $5,731-17.4% | $5,053-6.3% | $6,688-29.2% |
| Admin fee / account holder | $15,139 | $13,326+13.6% | $9,451+60.2% | $13,397+13.0% |