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 | $121,073 | $159,602-24.1% | $150,045-19.3% | $142,382-15.0% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.3%-6.1pp | 80.1%-3.9pp |
| Annual return | 12.96% | 70.24%-57.3pp | 62.55%-49.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,917 | $4,961-41.2% | $4,693-37.9% | $4,299-32.2% |
| Participant deferral / active EE | $5,320 | $8,310-36.0% | $7,997-33.5% | $6,507-18.2% |
| Admin fee / account holder | $2,295 | $14,846-84.5% | $13,435-82.9% | $12,624-81.8% |