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 | $99,757 | $159,602-37.5% | $150,045-33.5% | $142,382-29.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 15.45% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,180 | $4,961-35.9% | $4,693-32.2% | $4,299-26.0% |
| Participant deferral / active EE | $5,438 | $8,310-34.6% | $7,997-32.0% | $6,507-16.4% |
| Admin fee / account holder | $1,697 | $14,846-88.6% | $13,435-87.4% | $12,624-86.6% |