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 | $119,649 | $185,200-35.4% | $142,863-16.2% | $167,490-28.6% |
| Participation rate | 75.0% | 78.4%-3.4pp | 71.9%+3.1pp | 82.1%-7.1pp |
| Annual return | 12.94% | 8555.70%-8542.8pp | 5637.54%-5624.6pp | 478.56%-465.6pp |
| Employer contribution / active EE | $598 | $5,604-89.3% | $4,144-85.6% | $4,837-87.6% |
| Participant deferral / active EE | $10,947 | $4,494+143.6% | $3,837+185.3% | $6,341+72.6% |
| Admin fee / account holder | $1,384 | $8,031-82.8% | $6,560-78.9% | $12,309-88.8% |