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 | $113,643 | $217,402-47.7% | $185,823-38.8% | $167,490-32.1% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 8.90% | 148.36%-139.5pp | 122.05%-113.2pp | 478.56%-469.7pp |
| Employer contribution / active EE | $2,638 | $5,873-55.1% | $5,167-48.9% | $4,837-45.5% |
| Participant deferral / active EE | $6,861 | $6,356+7.9% | $5,568+23.2% | $6,341+8.2% |
| Admin fee / account holder | $1,240 | $19,811-93.7% | $16,237-92.4% | $12,309-89.9% |