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 | $105,845 | $159,602-33.7% | $150,045-29.5% | $142,382-25.7% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 17.83% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,155 | $4,961-56.6% | $4,693-54.1% | $4,299-49.9% |
| Participant deferral / active EE | $4,829 | $8,310-41.9% | $7,997-39.6% | $6,507-25.8% |
| Admin fee / account holder | $1,660 | $14,846-88.8% | $13,435-87.6% | $12,624-86.8% |