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 | $72,952 | $159,934-54.4% | $147,005-50.4% | $145,959-50.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.60% | 98.24%-83.6pp | 418.76%-404.2pp | 561.95%-547.4pp |
| Employer contribution / active EE | $2,414 | $5,287-54.3% | $4,934-51.1% | $4,661-48.2% |
| Participant deferral / active EE | $8,183 | $8,427-2.9% | $8,070+1.4% | $6,689+22.3% |
| Admin fee / account holder | $1,127 | $15,053-92.5% | $13,006-91.3% | $13,398-91.6% |