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 | $135,272 | $159,602-15.2% | $150,045-9.8% | $142,382-5.0% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.3%-11.7pp | 80.1%-9.5pp |
| Annual return | 20.33% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,835 | $4,961-42.9% | $4,693-39.6% | $4,299-34.1% |
| Participant deferral / active EE | $5,610 | $8,310-32.5% | $7,997-29.8% | $6,507-13.8% |
| Admin fee / account holder | $20,605 | $14,846+38.8% | $13,435+53.4% | $12,624+63.2% |