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 5-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 | $122,141 | $159,901-23.6% | $146,958-16.9% | $145,922-16.3% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 13.29% | 98.13%-84.8pp | 418.34%-405.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $3,650 | $5,286-31.0% | $4,933-26.0% | $4,660-21.7% |
| Participant deferral / active EE | $10,243 | $8,428+21.5% | $8,070+26.9% | $6,688+53.2% |
| Admin fee / account holder | $7,080 | $15,044-52.9% | $12,998-45.5% | $13,397-47.2% |