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 | $118,348 | $201,272-41.2% | $184,203-35.8% | $145,922-18.9% |
| Participation rate | 95.5% | 87.5%+8.0pp | 86.8%+8.6pp | 80.3%+15.2pp |
| Annual return | 10.39% | 29.00%-18.6pp | 28.81%-18.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,987 | $7,022-57.5% | $6,427-53.5% | $4,660-35.9% |
| Participant deferral / active EE | $3,398 | $9,806-65.3% | $9,131-62.8% | $6,688-49.2% |
| Admin fee / account holder | $7,958 | $16,364-51.4% | $13,901-42.7% | $13,397-40.6% |