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 | $40,751 | $157,256-74.1% | $141,162-71.1% | $152,861-73.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 24.53% | 64.32%-39.8pp | 71.39%-46.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $8,973 | $5,261+70.6% | $4,735+89.5% | $4,762+88.4% |
| Participant deferral / active EE | $6,465 | $7,109-9.1% | $6,709-3.6% | $5,850+10.5% |
| Admin fee / account holder | $1,014 | $12,120-91.6% | $10,261-90.1% | $11,596-91.3% |