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 | $54,744 | $198,466-72.4% | $170,442-67.9% | $147,584-62.9% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 18.46% | 257.29%-238.8pp | 205.93%-187.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $2,105 | $6,184-66.0% | $5,433-61.3% | $4,876-56.8% |
| Participant deferral / active EE | $2,603 | $5,629-53.8% | $4,939-47.3% | $5,439-52.1% |
| Admin fee / account holder | $4,394 | $16,852-73.9% | $13,880-68.3% | $10,885-59.6% |