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 | $115,631 | $198,466-41.7% | $170,442-32.2% | $147,584-21.7% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 11.81% | 257.29%-245.5pp | 205.93%-194.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $3,506 | $6,184-43.3% | $5,433-35.5% | $4,876-28.1% |
| Participant deferral / active EE | $4,295 | $5,629-23.7% | $4,939-13.1% | $5,439-21.0% |
| Admin fee / account holder | $246,125 | $16,852+1360.5% | $13,880+1673.2% | $10,885+2161.1% |