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 | $166,931 | $126,574+31.9% | $106,213+57.2% | $145,922+14.4% |
| Participation rate | 72.2% | 77.6%-5.4pp | 75.3%-3.1pp | 80.3%-8.1pp |
| Annual return | 10.21% | 224.79%-214.6pp | 116.14%-105.9pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,031 | $3,730-72.4% | $3,171-67.5% | $4,660-77.9% |
| Participant deferral / active EE | $3,913 | $5,724-31.6% | $5,016-22.0% | $6,688-41.5% |
| Admin fee / account holder | $3,411 | $17,304-80.3% | $11,033-69.1% | $13,397-74.5% |