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 | $18,700 | $183,519-89.8% | $155,509-88.0% | $145,922-87.2% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 10.49% | 61.17%-50.7pp | 64.67%-54.2pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,921 | $5,313-63.8% | $4,672-58.9% | $4,660-58.8% |
| Participant deferral / active EE | $2,027 | $6,462-68.6% | $5,626-64.0% | $6,688-69.7% |
| Admin fee / account holder | $2,879 | $19,313-85.1% | $15,912-81.9% | $13,397-78.5% |