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 | $115,578 | $183,592-37.0% | $155,567-25.7% | $145,959-20.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.28% | 61.24%-47.0pp | 64.74%-50.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $4,237 | $5,315-20.3% | $4,674-9.4% | $4,661-9.1% |
| Participant deferral / active EE | $9,847 | $6,464+52.3% | $5,628+75.0% | $6,689+47.2% |
| Admin fee / account holder | $977 | $19,318-94.9% | $15,916-93.9% | $13,398-92.7% |