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 | $84,596 | $217,402-61.1% | $185,823-54.5% | $167,490-49.5% |
| Participation rate | 77.3% | 86.0%-8.8pp | 81.7%-4.4pp | 82.1%-4.8pp |
| Annual return | 14.21% | 148.36%-134.1pp | 122.05%-107.8pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,413 | $5,873-75.9% | $5,167-72.7% | $4,837-70.8% |
| Participant deferral / active EE | $3,611 | $6,356-43.2% | $5,568-35.2% | $6,341-43.1% |
| Admin fee / account holder | $14,696 | $19,811-25.8% | $16,237-9.5% | $12,309+19.4% |