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 | $89,432 | $198,466-54.9% | $170,442-47.5% | $147,584-39.4% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 21.50% | 257.29%-235.8pp | 205.93%-184.4pp | 578.55%-557.1pp |
| Employer contribution / active EE | $3,457 | $6,184-44.1% | $5,433-36.4% | $4,876-29.1% |
| Participant deferral / active EE | $3,220 | $5,629-42.8% | $4,939-34.8% | $5,439-40.8% |
| Admin fee / account holder | $2,474 | $16,852-85.3% | $13,880-82.2% | $10,885-77.3% |