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 | $75,028 | $176,056-57.4% | $159,436-52.9% | $167,490-55.2% |
| Participation rate | 76.5% | 84.9%-8.5pp | 82.8%-6.4pp | 82.1%-5.6pp |
| Annual return | 12.54% | 331.75%-319.2pp | 263.57%-251.0pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,196 | $5,297-77.4% | $4,829-75.2% | $4,837-75.3% |
| Participant deferral / active EE | $9,054 | $7,750+16.8% | $7,352+23.2% | $6,341+42.8% |
| Admin fee / account holder | $4,501 | $12,554-64.1% | $10,799-58.3% | $12,309-63.4% |