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 | $66,254 | $217,402-69.5% | $185,823-64.3% | $167,490-60.4% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 15.24% | 148.36%-133.1pp | 122.05%-106.8pp | 478.56%-463.3pp |
| Employer contribution / active EE | $2,189 | $5,873-62.7% | $5,167-57.6% | $4,837-54.7% |
| Participant deferral / active EE | $3,641 | $6,356-42.7% | $5,568-34.6% | $6,341-42.6% |
| Admin fee / account holder | $1,717 | $19,811-91.3% | $16,237-89.4% | $12,309-86.0% |