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 | $70,017 | $152,587-54.1% | $125,175-44.1% | $152,861-54.2% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 19.16% | 54.84%-35.7pp | 43.79%-24.6pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,459 | $4,946-70.5% | $3,865-62.3% | $4,762-69.4% |
| Participant deferral / active EE | $7,356 | $5,868+25.4% | $4,937+49.0% | $5,850+25.7% |
| Admin fee / account holder | $15,520 | $13,434+15.5% | $9,702+60.0% | $11,596+33.8% |