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 | $88,002 | $201,259-56.3% | $184,200-52.2% | $145,959-39.7% |
| Participation rate | 76.2% | 87.5%-11.3pp | 86.8%-10.6pp | 80.3%-4.1pp |
| Annual return | 10.32% | 28.98%-18.7pp | 28.80%-18.5pp | 561.95%-551.6pp |
| Employer contribution / active EE | $2,302 | $7,018-67.2% | $6,424-64.2% | $4,661-50.6% |
| Participant deferral / active EE | $7,873 | $9,806-19.7% | $9,132-13.8% | $6,689+17.7% |
| Admin fee / account holder | $11,063 | $16,372-32.4% | $13,907-20.5% | $13,398-17.4% |