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 | $68,253 | $176,056-61.2% | $159,436-57.2% | $167,490-59.2% |
| Participation rate | 72.7% | 84.9%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 15.59% | 331.75%-316.2pp | 263.57%-248.0pp | 478.56%-463.0pp |
| Employer contribution / active EE | $2,391 | $5,297-54.9% | $4,829-50.5% | $4,837-50.6% |
| Participant deferral / active EE | $4,230 | $7,750-45.4% | $7,352-42.5% | $6,341-33.3% |
| Admin fee / account holder | $9,887 | $12,554-21.2% | $10,799-8.4% | $12,309-19.7% |