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 | $131,187 | $157,256-16.6% | $141,162-7.1% | $152,861-14.2% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 21.35% | 64.32%-43.0pp | 71.39%-50.0pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,147 | $5,261-59.2% | $4,735-54.7% | $4,762-54.9% |
| Participant deferral / active EE | $6,566 | $7,109-7.6% | $6,709-2.1% | $5,850+12.2% |
| Admin fee / account holder | $952 | $12,120-92.1% | $10,261-90.7% | $11,596-91.8% |