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 | $72,603 | $165,335-56.1% | $149,696-51.5% | $158,922-54.3% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 25.83% | 348.15%-322.3pp | 276.60%-250.8pp | 302.83%-277.0pp |
| Employer contribution / active EE | $2,441 | $5,103-52.2% | $4,644-47.4% | $4,761-48.7% |
| Participant deferral / active EE | $8,207 | $7,181+14.3% | $6,842+20.0% | $5,982+37.2% |
| Admin fee / account holder | $3,358 | $10,807-68.9% | $9,309-63.9% | $11,246-70.1% |