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 | $106,940 | $198,466-46.1% | $170,442-37.3% | $147,584-27.5% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 14.67% | 257.29%-242.6pp | 205.93%-191.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $5,497 | $6,184-11.1% | $5,433+1.2% | $4,876+12.7% |
| Participant deferral / active EE | $8,494 | $5,629+50.9% | $4,939+72.0% | $5,439+56.2% |
| Admin fee / account holder | $14,135 | $16,852-16.1% | $13,880+1.8% | $10,885+29.9% |