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 | $81,084 | $144,119-43.7% | $117,854-31.2% | $147,584-45.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 16.06% | 531.15%-515.1pp | 335.08%-319.0pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,742 | $4,896-64.4% | $3,786-54.0% | $4,876-64.3% |
| Participant deferral / active EE | $4,913 | $5,316-7.6% | $4,482+9.6% | $5,439-9.7% |
| Admin fee / account holder | $800 | $10,886-92.7% | $8,020-90.0% | $10,885-92.7% |