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 | $72,093 | $99,020-27.2% | $86,590-16.7% | $147,584-51.2% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 16.84% | 1312.34%-1295.5pp | 964.84%-948.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,103 | $3,132-32.9% | $2,839-26.0% | $4,876-56.9% |
| Participant deferral / active EE | $3,866 | $3,972-2.7% | $3,609+7.1% | $5,439-28.9% |
| Admin fee / account holder | $5,493 | $5,710-3.8% | $4,906+12.0% | $10,885-49.5% |