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 | $95,601 | $183,592-47.9% | $155,567-38.5% | $145,959-34.5% |
| Participation rate | 77.3% | 82.7%-5.4pp | 78.2%-0.9pp | 80.3%-3.0pp |
| Annual return | 14.06% | 61.24%-47.2pp | 64.74%-50.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $2,937 | $5,315-44.7% | $4,674-37.2% | $4,661-37.0% |
| Participant deferral / active EE | $6,507 | $6,464+0.7% | $5,628+15.6% | $6,689-2.7% |
| Admin fee / account holder | $25,613 | $19,318+32.6% | $15,916+60.9% | $13,398+91.2% |