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 | $136,343 | $209,411-34.9% | $178,490-23.6% | $158,922-14.2% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 13.24% | 188.75%-175.5pp | 151.07%-137.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $4,941 | $5,706-13.4% | $5,011-1.4% | $4,761+3.8% |
| Participant deferral / active EE | $3,741 | $5,954-37.2% | $5,202-28.1% | $5,982-37.5% |
| Admin fee / account holder | $17,238 | $17,074+1.0% | $13,984+23.3% | $11,246+53.3% |