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 | $66,249 | $96,635-31.4% | $86,612-23.5% | $139,434-52.5% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 21.51% | 106.41%-84.9pp | 591.07%-569.6pp | 372.94%-351.4pp |
| Employer contribution / active EE | $3,017 | $3,263-7.5% | $3,022-0.2% | $4,751-36.5% |
| Participant deferral / active EE | $5,999 | $4,836+24.0% | $4,438+35.2% | $6,710-10.6% |
| Admin fee / account holder | $3,970 | $6,408-38.0% | $5,614-29.3% | $11,403-65.2% |