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 | $59,702 | $227,553-73.8% | $189,557-68.5% | $167,490-64.4% |
| Participation rate | 72.7% | 82.5%-9.8pp | 78.4%-5.7pp | 82.1%-9.4pp |
| Annual return | 10.46% | 78.40%-67.9pp | 64.17%-53.7pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,197 | $5,316-77.5% | $4,412-72.9% | $4,837-75.3% |
| Participant deferral / active EE | $2,372 | $7,002-66.1% | $6,174-61.6% | $6,341-62.6% |
| Admin fee / account holder | $5,988 | $11,878-49.6% | $9,807-38.9% | $12,309-51.4% |