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 | $159,771 | $209,411-23.7% | $178,490-10.5% | $158,922+0.5% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 13.76% | 188.75%-175.0pp | 151.07%-137.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,325 | $5,706-59.3% | $5,011-53.6% | $4,761-51.2% |
| Participant deferral / active EE | $5,891 | $5,954-1.1% | $5,202+13.3% | $5,982-1.5% |
| Admin fee / account holder | $12,003 | $17,074-29.7% | $13,984-14.2% | $11,246+6.7% |