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 | $49,401 | $201,272-75.5% | $184,203-73.2% | $145,922-66.1% |
| Participation rate | 78.6% | 87.5%-8.9pp | 86.8%-8.2pp | 80.3%-1.7pp |
| Annual return | 15.84% | 29.00%-13.2pp | 28.81%-13.0pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,814 | $7,022-74.2% | $6,427-71.8% | $4,660-61.1% |
| Participant deferral / active EE | $4,573 | $9,806-53.4% | $9,131-49.9% | $6,688-31.6% |
| Admin fee / account holder | $17,132 | $16,364+4.7% | $13,901+23.2% | $13,397+27.9% |