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 | $95,847 | $157,256-39.1% | $141,162-32.1% | $152,861-37.3% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.4%-9.1pp |
| Annual return | 24.41% | 64.32%-39.9pp | 71.39%-47.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $10,003 | $5,261+90.1% | $4,735+111.3% | $4,762+110.0% |
| Participant deferral / active EE | $9,167 | $7,109+28.9% | $6,709+36.6% | $5,850+56.7% |
| Admin fee / account holder | $1,757 | $12,120-85.5% | $10,261-82.9% | $11,596-84.8% |