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 | $82,233 | $198,466-58.6% | $170,442-51.8% | $147,584-44.3% |
| Participation rate | 73.7% | 88.0%-14.3pp | 83.6%-9.9pp | 82.8%-9.1pp |
| Annual return | 13.50% | 257.29%-243.8pp | 205.93%-192.4pp | 578.55%-565.1pp |
| Employer contribution / active EE | $2,024 | $6,184-67.3% | $5,433-62.7% | $4,876-58.5% |
| Participant deferral / active EE | $3,011 | $5,629-46.5% | $4,939-39.0% | $5,439-44.6% |
| Admin fee / account holder | $542 | $16,852-96.8% | $13,880-96.1% | $10,885-95.0% |