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 | $62,104 | $144,119-56.9% | $117,854-47.3% | $147,584-57.9% |
| Participation rate | 78.6% | 83.4%-4.8pp | 79.7%-1.1pp | 82.8%-4.3pp |
| Annual return | 10.56% | 531.15%-520.6pp | 335.08%-324.5pp | 578.55%-568.0pp |
| Employer contribution / active EE | $3,243 | $4,896-33.8% | $3,786-14.3% | $4,876-33.5% |
| Participant deferral / active EE | $5,369 | $5,316+1.0% | $4,482+19.8% | $5,439-1.3% |
| Admin fee / account holder | $5,063 | $10,886-53.5% | $8,020-36.9% | $10,885-53.5% |