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 | $35,576 | $198,466-82.1% | $170,442-79.1% | $147,584-75.9% |
| Participation rate | 81.0% | 88.0%-7.0pp | 83.6%-2.6pp | 82.8%-1.9pp |
| Annual return | 13.87% | 257.29%-243.4pp | 205.93%-192.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $2,630 | $6,184-57.5% | $5,433-51.6% | $4,876-46.1% |
| Participant deferral / active EE | $2,612 | $5,629-53.6% | $4,939-47.1% | $5,439-52.0% |
| Admin fee / account holder | $1,687 | $16,852-90.0% | $13,880-87.8% | $10,885-84.5% |