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 | $112,013 | $158,398-29.3% | $126,539-11.5% | $142,382-21.3% |
| Participation rate | 70.6% | 75.8%-5.2pp | 69.8%+0.8pp | 80.1%-9.5pp |
| Annual return | 16.27% | 593.76%-577.5pp | 425.95%-409.7pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,370 | $4,650-70.5% | $3,674-62.7% | $4,299-68.1% |
| Participant deferral / active EE | $5,518 | $4,767+15.8% | $4,083+35.2% | $6,507-15.2% |
| Admin fee / account holder | $1,011 | $6,918-85.4% | $6,065-83.3% | $12,624-92.0% |