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 | $110,298 | $150,197-26.6% | $120,368-8.4% | $145,959-24.4% |
| Participation rate | 77.8% | 78.8%-1.0pp | 71.9%+5.9pp | 80.3%-2.5pp |
| Annual return | 10.53% | 154.26%-143.7pp | 107.26%-96.7pp | 561.95%-551.4pp |
| Employer contribution / active EE | $2,991 | $4,350-31.3% | $3,465-13.7% | $4,661-35.8% |
| Participant deferral / active EE | $9,012 | $6,174+46.0% | $4,991+80.6% | $6,689+34.7% |
| Admin fee / account holder | $4,414 | $12,216-63.9% | $9,429-53.2% | $13,398-67.1% |