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 | $83,900 | $198,466-57.7% | $170,442-50.8% | $147,584-43.2% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 17.71% | 257.29%-239.6pp | 205.93%-188.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,306 | $6,184-78.9% | $5,433-76.0% | $4,876-73.2% |
| Participant deferral / active EE | $7,050 | $5,629+25.2% | $4,939+42.7% | $5,439+29.6% |
| Admin fee / account holder | $1,690 | $16,852-90.0% | $13,880-87.8% | $10,885-84.5% |