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 | $54,237 | $175,202-69.0% | $149,673-63.8% | $139,434-61.1% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.2pp |
| Annual return | 20.45% | 166.71%-146.3pp | 134.42%-114.0pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,821 | $5,474-48.5% | $4,818-41.4% | $4,751-40.6% |
| Participant deferral / active EE | $5,070 | $6,519-22.2% | $5,680-10.7% | $6,710-24.4% |
| Admin fee / account holder | $742 | $16,150-95.4% | $13,210-94.4% | $11,403-93.5% |