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 | $93,288 | $138,065-32.4% | $123,544-24.5% | $135,375-31.1% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 28.37% | 153.68%-125.3pp | 119.20%-90.8pp | 519.73%-491.4pp |
| Employer contribution / active EE | $3,900 | $5,151-24.3% | $4,628-15.7% | $4,779-18.4% |
| Participant deferral / active EE | $8,788 | $6,799+29.3% | $6,426+36.8% | $5,609+56.7% |
| Admin fee / account holder | $3,286 | $10,916-69.9% | $9,284-64.6% | $10,827-69.6% |