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 | $69,493 | $198,466-65.0% | $170,442-59.2% | $147,584-52.9% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 15.08% | 257.29%-242.2pp | 205.93%-190.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,010 | $6,184-67.5% | $5,433-63.0% | $4,876-58.8% |
| Participant deferral / active EE | $2,928 | $5,629-48.0% | $4,939-40.7% | $5,439-46.2% |
| Admin fee / account holder | $17,402 | $16,852+3.3% | $13,880+25.4% | $10,885+59.9% |