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 | $75,361 | $159,934-52.9% | $147,005-48.7% | $145,959-48.4% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 12.22% | 98.24%-86.0pp | 418.76%-406.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $3,047 | $5,287-42.4% | $4,934-38.2% | $4,661-34.6% |
| Participant deferral / active EE | $15,154 | $8,427+79.8% | $8,070+87.8% | $6,689+126.6% |
| Admin fee / account holder | $12,245 | $15,053-18.7% | $13,006-5.9% | $13,398-8.6% |