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 | $80,068 | $217,402-63.2% | $185,823-56.9% | $167,490-52.2% |
| Participation rate | 77.3% | 86.0%-8.8pp | 81.7%-4.4pp | 82.1%-4.8pp |
| Annual return | 15.28% | 148.36%-133.1pp | 122.05%-106.8pp | 478.56%-463.3pp |
| Employer contribution / active EE | $2,385 | $5,873-59.4% | $5,167-53.8% | $4,837-50.7% |
| Participant deferral / active EE | $4,341 | $6,356-31.7% | $5,568-22.0% | $6,341-31.5% |
| Admin fee / account holder | $1,382 | $19,811-93.0% | $16,237-91.5% | $12,309-88.8% |