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 | $81,176 | $217,402-62.7% | $185,823-56.3% | $167,490-51.5% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 15.92% | 148.36%-132.4pp | 122.05%-106.1pp | 478.56%-462.6pp |
| Employer contribution / active EE | $3,538 | $5,873-39.8% | $5,167-31.5% | $4,837-26.9% |
| Participant deferral / active EE | $8,591 | $6,356+35.2% | $5,568+54.3% | $6,341+35.5% |
| Admin fee / account holder | $9,834 | $19,811-50.4% | $16,237-39.4% | $12,309-20.1% |