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 | $26,909 | $183,519-85.3% | $155,509-82.7% | $145,922-81.6% |
| Participation rate | 76.9% | 82.7%-5.7pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 9.67% | 61.17%-51.5pp | 64.67%-55.0pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,201 | $5,313-77.4% | $4,672-74.3% | $4,660-74.2% |
| Participant deferral / active EE | $1,830 | $6,462-71.7% | $5,626-67.5% | $6,688-72.6% |
| Admin fee / account holder | $33,784 | $19,313+74.9% | $15,912+112.3% | $13,397+152.2% |