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 | $90,251 | $148,534-39.2% | $135,903-33.6% | $139,434-35.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 16.65% | 79.19%-62.5pp | 68.23%-51.6pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,598 | $5,243-50.4% | $4,856-46.5% | $4,751-45.3% |
| Participant deferral / active EE | $5,407 | $8,100-33.2% | $7,758-30.3% | $6,710-19.4% |
| Admin fee / account holder | $17,851 | $12,400+44.0% | $10,762+65.9% | $11,403+56.6% |