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 | $98,266 | $178,174-44.8% | $156,181-37.1% | $137,256-28.4% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.8%+14.0pp | 80.0%+12.9pp |
| Annual return | 15.81% | 84.19%-68.4pp | 64.87%-49.1pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,770 | $4,972-44.3% | $4,294-35.5% | $4,156-33.4% |
| Participant deferral / active EE | $5,651 | $6,888-18.0% | $6,132-7.9% | $6,407-11.8% |
| Admin fee / account holder | $1,769 | $17,404-89.8% | $14,586-87.9% | $12,270-85.6% |