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 | $99,660 | $183,519-45.7% | $155,509-35.9% | $145,922-31.7% |
| Participation rate | 72.2% | 82.7%-10.4pp | 78.2%-6.0pp | 80.3%-8.1pp |
| Annual return | 12.19% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,810 | $5,313-65.9% | $4,672-61.3% | $4,660-61.2% |
| Participant deferral / active EE | $5,112 | $6,462-20.9% | $5,626-9.1% | $6,688-23.6% |
| Admin fee / account holder | $4,523 | $19,313-76.6% | $15,912-71.6% | $13,397-66.2% |