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 | $60,353 | $209,411-71.2% | $178,490-66.2% | $158,922-62.0% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 24.22% | 188.75%-164.5pp | 151.07%-126.9pp | 302.83%-278.6pp |
| Employer contribution / active EE | $2,560 | $5,706-55.1% | $5,011-48.9% | $4,761-46.2% |
| Participant deferral / active EE | $6,578 | $5,954+10.5% | $5,202+26.5% | $5,982+10.0% |
| Admin fee / account holder | $3,880 | $17,074-77.3% | $13,984-72.3% | $11,246-65.5% |