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 | $114,284 | $148,534-23.1% | $135,903-15.9% | $139,434-18.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 22.95% | 79.19%-56.2pp | 68.23%-45.3pp | 372.94%-350.0pp |
| Employer contribution / active EE | $1,329 | $5,243-74.7% | $4,856-72.6% | $4,751-72.0% |
| Participant deferral / active EE | $2,801 | $8,100-65.4% | $7,758-63.9% | $6,710-58.3% |
| Admin fee / account holder | $11,996 | $12,400-3.3% | $10,762+11.5% | $11,403+5.2% |