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 | $91,912 | $118,450-22.4% | $98,439-6.6% | $139,434-34.1% |
| Participation rate | 72.7% | 77.4%-4.7pp | 75.2%-2.4pp | 80.3%-7.6pp |
| Annual return | 17.29% | 18.94%-1.6pp | 21.16%-3.9pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,488 | $3,609-31.1% | $3,048-18.4% | $4,751-47.6% |
| Participant deferral / active EE | $6,897 | $5,392+27.9% | $4,738+45.6% | $6,710+2.8% |
| Admin fee / account holder | $947 | $14,026-93.2% | $8,948-89.4% | $11,403-91.7% |