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 | $125,978 | $183,519-31.4% | $155,509-19.0% | $145,922-13.7% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 14.64% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $4,671 | $5,313-12.1% | $4,6720% | $4,660+0.2% |
| Participant deferral / active EE | $4,440 | $6,462-31.3% | $5,626-21.1% | $6,688-33.6% |
| Admin fee / account holder | $714 | $19,313-96.3% | $15,912-95.5% | $13,397-94.7% |