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 | $84,296 | $198,466-57.5% | $170,442-50.5% | $147,584-42.9% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 15.39% | 257.29%-241.9pp | 205.93%-190.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,180 | $6,184-64.8% | $5,433-59.9% | $4,876-55.3% |
| Participant deferral / active EE | $4,440 | $5,629-21.1% | $4,939-10.1% | $5,439-18.4% |
| Admin fee / account holder | $3,323 | $16,852-80.3% | $13,880-76.1% | $10,885-69.5% |