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 | $54,406 | $157,256-65.4% | $141,162-61.5% | $152,861-64.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 21.78% | 64.32%-42.5pp | 71.39%-49.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,777 | $5,261-47.2% | $4,735-41.4% | $4,762-41.7% |
| Participant deferral / active EE | $8,500 | $7,109+19.6% | $6,709+26.7% | $5,850+45.3% |
| Admin fee / account holder | $25,267 | $12,120+108.5% | $10,261+146.2% | $11,596+117.9% |