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 | $88,308 | $209,411-57.8% | $178,490-50.5% | $158,922-44.4% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 21.37% | 188.75%-167.4pp | 151.07%-129.7pp | 302.83%-281.5pp |
| Employer contribution / active EE | $5,530 | $5,706-3.1% | $5,011+10.4% | $4,761+16.1% |
| Participant deferral / active EE | $7,645 | $5,954+28.4% | $5,202+47.0% | $5,982+27.8% |
| Admin fee / account holder | $3,440 | $17,074-79.9% | $13,984-75.4% | $11,246-69.4% |