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 | $101,434 | $183,963-44.9% | $162,163-37.4% | $152,861-33.6% |
| Participation rate | 73.9% | 88.5%-14.6pp | 87.6%-13.6pp | 82.4%-8.5pp |
| Annual return | 23.09% | 150.76%-127.7pp | 115.59%-92.5pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,630 | $6,371-58.7% | $5,614-53.2% | $4,762-44.8% |
| Participant deferral / active EE | $6,524 | $8,034-18.8% | $7,298-10.6% | $5,850+11.5% |
| Admin fee / account holder | $736 | $13,121-94.4% | $10,843-93.2% | $11,596-93.7% |