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 | $115,304 | $165,335-30.3% | $149,696-23.0% | $158,922-27.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 16.55% | 348.15%-331.6pp | 276.60%-260.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,935 | $5,103-42.5% | $4,644-36.8% | $4,761-38.4% |
| Participant deferral / active EE | $6,640 | $7,181-7.5% | $6,842-3.0% | $5,982+11.0% |
| Admin fee / account holder | $2,514 | $10,807-76.7% | $9,309-73.0% | $11,246-77.6% |