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 | $104,187 | $209,411-50.2% | $178,490-41.6% | $158,922-34.4% |
| Participation rate | 78.9% | 86.3%-7.4pp | 81.9%-3.0pp | 82.0%-3.0pp |
| Annual return | 14.65% | 188.75%-174.1pp | 151.07%-136.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,668 | $5,706-70.8% | $5,011-66.7% | $4,761-65.0% |
| Participant deferral / active EE | $2,671 | $5,954-55.1% | $5,202-48.7% | $5,982-55.4% |
| Admin fee / account holder | $6,577 | $17,074-61.5% | $13,984-53.0% | $11,246-41.5% |