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 | $75,292 | $148,534-49.3% | $135,903-44.6% | $139,434-46.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 13.90% | 79.19%-65.3pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,671 | $5,243-49.1% | $4,856-45.0% | $4,751-43.8% |
| Participant deferral / active EE | $6,108 | $8,100-24.6% | $7,758-21.3% | $6,710-9.0% |
| Admin fee / account holder | $12,727 | $12,400+2.6% | $10,762+18.3% | $11,403+11.6% |