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 | $116,235 | $152,587-23.8% | $125,175-7.1% | $152,861-24.0% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 19.70% | 54.84%-35.1pp | 43.79%-24.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,050 | $4,946-78.8% | $3,865-72.8% | $4,762-78.0% |
| Participant deferral / active EE | $3,164 | $5,868-46.1% | $4,937-35.9% | $5,850-45.9% |
| Admin fee / account holder | $454 | $13,434-96.6% | $9,702-95.3% | $11,596-96.1% |