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 | $128,260 | $165,335-22.4% | $149,696-14.3% | $158,922-19.3% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 17.17% | 348.15%-331.0pp | 276.60%-259.4pp | 302.83%-285.7pp |
| Employer contribution / active EE | $8,548 | $5,103+67.5% | $4,644+84.0% | $4,761+79.5% |
| Participant deferral / active EE | $8,856 | $7,181+23.3% | $6,842+29.4% | $5,982+48.0% |
| Admin fee / account holder | $942 | $10,807-91.3% | $9,309-89.9% | $11,246-91.6% |