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 | $116,726 | $165,335-29.4% | $149,696-22.0% | $158,922-26.6% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 21.95% | 348.15%-326.2pp | 276.60%-254.7pp | 302.83%-280.9pp |
| Employer contribution / active EE | $1,117 | $5,103-78.1% | $4,644-75.9% | $4,761-76.5% |
| Participant deferral / active EE | $11,829 | $7,181+64.7% | $6,842+72.9% | $5,982+97.7% |
| Admin fee / account holder | $8,439 | $10,807-21.9% | $9,309-9.3% | $11,246-25.0% |