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 | $76,997 | $157,256-51.0% | $141,162-45.5% | $152,861-49.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 25.23% | 64.32%-39.1pp | 71.39%-46.2pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,539 | $5,261-51.7% | $4,735-46.4% | $4,762-46.7% |
| Participant deferral / active EE | $9,070 | $7,109+27.6% | $6,709+35.2% | $5,850+55.0% |
| Admin fee / account holder | $1,476 | $12,120-87.8% | $10,261-85.6% | $11,596-87.3% |