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 | $73,878 | $209,411-64.7% | $178,490-58.6% | $158,922-53.5% |
| Participation rate | 76.9% | 86.3%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 13.01% | 188.75%-175.7pp | 151.07%-138.1pp | 302.83%-289.8pp |
| Employer contribution / active EE | $4,649 | $5,706-18.5% | $5,011-7.2% | $4,761-2.4% |
| Participant deferral / active EE | $6,352 | $5,954+6.7% | $5,202+22.1% | $5,982+6.2% |
| Admin fee / account holder | $559 | $17,074-96.7% | $13,984-96.0% | $11,246-95.0% |