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 | $67,358 | $183,963-63.4% | $162,163-58.5% | $152,861-55.9% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.6%-10.6pp | 82.4%-5.5pp |
| Annual return | 23.31% | 150.76%-127.5pp | 115.59%-92.3pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,915 | $6,371-54.2% | $5,614-48.1% | $4,762-38.8% |
| Participant deferral / active EE | $6,732 | $8,034-16.2% | $7,298-7.8% | $5,850+15.1% |
| Admin fee / account holder | $3,315 | $13,121-74.7% | $10,843-69.4% | $11,596-71.4% |