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 | $57,872 | $209,411-72.4% | $178,490-67.6% | $158,922-63.6% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 12.27% | 188.75%-176.5pp | 151.07%-138.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $3,363 | $5,706-41.1% | $5,011-32.9% | $4,761-29.4% |
| Participant deferral / active EE | $5,587 | $5,954-6.2% | $5,202+7.4% | $5,982-6.6% |
| Admin fee / account holder | $6,361 | $17,074-62.7% | $13,984-54.5% | $11,246-43.4% |