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 | $83,374 | $148,534-43.9% | $135,903-38.7% | $139,434-40.2% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 30.14% | 79.19%-49.1pp | 68.23%-38.1pp | 372.94%-342.8pp |
| Employer contribution / active EE | $2,782 | $5,243-46.9% | $4,856-42.7% | $4,751-41.4% |
| Participant deferral / active EE | $7,053 | $8,100-12.9% | $7,758-9.1% | $6,710+5.1% |
| Admin fee / account holder | $610 | $12,400-95.1% | $10,762-94.3% | $11,403-94.7% |