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 | $84,662 | $175,202-51.7% | $149,673-43.4% | $139,434-39.3% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 19.31% | 166.71%-147.4pp | 134.42%-115.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $4,137 | $5,474-24.4% | $4,818-14.1% | $4,751-12.9% |
| Participant deferral / active EE | $5,148 | $6,519-21.0% | $5,680-9.4% | $6,710-23.3% |
| Admin fee / account holder | $3,138 | $16,150-80.6% | $13,210-76.2% | $11,403-72.5% |