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 | $60,689 | $198,466-69.4% | $170,442-64.4% | $147,584-58.9% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 12.05% | 257.29%-245.2pp | 205.93%-193.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $2,461 | $6,184-60.2% | $5,433-54.7% | $4,876-49.5% |
| Participant deferral / active EE | $5,645 | $5,629+0.3% | $4,939+14.3% | $5,439+3.8% |
| Admin fee / account holder | $26,503 | $16,852+57.3% | $13,880+90.9% | $10,885+143.5% |