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 | $79,987 | $175,202-54.3% | $149,673-46.6% | $139,434-42.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 14.39% | 166.71%-152.3pp | 134.42%-120.0pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,355 | $5,474-57.0% | $4,818-51.1% | $4,751-50.4% |
| Participant deferral / active EE | $6,617 | $6,519+1.5% | $5,680+16.5% | $6,710-1.4% |
| Admin fee / account holder | $3,511 | $16,150-78.3% | $13,210-73.4% | $11,403-69.2% |