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 | $133,184 | $201,272-33.8% | $184,203-27.7% | $145,922-8.7% |
| Participation rate | 73.7% | 87.5%-13.8pp | 86.8%-13.1pp | 80.3%-6.6pp |
| Annual return | 10.63% | 29.00%-18.4pp | 28.81%-18.2pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,338 | $7,022-66.7% | $6,427-63.6% | $4,660-49.8% |
| Participant deferral / active EE | $5,670 | $9,806-42.2% | $9,131-37.9% | $6,688-15.2% |
| Admin fee / account holder | $1,936 | $16,364-88.2% | $13,901-86.1% | $13,397-85.5% |