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 | $86,570 | $183,519-52.8% | $155,509-44.3% | $145,922-40.7% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 17.61% | 61.17%-43.6pp | 64.67%-47.1pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,782 | $5,313-47.6% | $4,672-40.5% | $4,660-40.3% |
| Participant deferral / active EE | $5,450 | $6,462-15.7% | $5,626-3.1% | $6,688-18.5% |
| Admin fee / account holder | $6,300 | $19,313-67.4% | $15,912-60.4% | $13,397-53.0% |