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 | $64,410 | $198,466-67.5% | $170,442-62.2% | $147,584-56.4% |
| Participation rate | 76.5% | 88.0%-11.5pp | 83.6%-7.1pp | 82.8%-6.4pp |
| Annual return | 13.54% | 257.29%-243.8pp | 205.93%-192.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,424 | $6,184-60.8% | $5,433-55.4% | $4,876-50.3% |
| Participant deferral / active EE | $4,896 | $5,629-13.0% | $4,939-0.9% | $5,439-10.0% |
| Admin fee / account holder | $1,533 | $16,852-90.9% | $13,880-89.0% | $10,885-85.9% |