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 | $189,735 | $232,540-18.4% | $185,117+2.5% | $147,584+28.6% |
| Participation rate | 76.9% | 82.4%-5.4pp | 77.3%-0.3pp | 82.8%-5.9pp |
| Annual return | 17.28% | 43.03%-25.8pp | 40.50%-23.2pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,229 | $5,195-76.3% | $4,182-70.6% | $4,876-74.8% |
| Participant deferral / active EE | $2,172 | $5,834-62.8% | $5,045-56.9% | $5,439-60.1% |
| Admin fee / account holder | $6,276 | $10,275-38.9% | $8,159-23.1% | $10,885-42.3% |