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 | $84,520 | $183,519-53.9% | $155,509-45.6% | $145,922-42.1% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 16.70% | 61.17%-44.5pp | 64.67%-48.0pp | 561.29%-544.6pp |
| Employer contribution / active EE | $11,377 | $5,313+114.2% | $4,672+143.5% | $4,660+144.2% |
| Participant deferral / active EE | $9,901 | $6,462+53.2% | $5,626+76.0% | $6,688+48.1% |
| Admin fee / account holder | $20,112 | $19,313+4.1% | $15,912+26.4% | $13,397+50.1% |