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 | $84,607 | $175,202-51.7% | $149,673-43.5% | $139,434-39.3% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 20.87% | 166.71%-145.8pp | 134.42%-113.5pp | 372.94%-352.1pp |
| Employer contribution / active EE | $3,630 | $5,474-33.7% | $4,818-24.6% | $4,751-23.6% |
| Participant deferral / active EE | $7,016 | $6,519+7.6% | $5,680+23.5% | $6,710+4.6% |
| Admin fee / account holder | $6,551 | $16,150-59.4% | $13,210-50.4% | $11,403-42.5% |