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 | $120,300 | $144,119-16.5% | $117,854+2.1% | $147,584-18.5% |
| Participation rate | 72.7% | 83.4%-10.7pp | 79.7%-6.9pp | 82.8%-10.1pp |
| Annual return | 15.46% | 531.15%-515.7pp | 335.08%-319.6pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,473 | $4,896-49.5% | $3,786-34.7% | $4,876-49.3% |
| Participant deferral / active EE | $3,577 | $5,316-32.7% | $4,482-20.2% | $5,439-34.2% |
| Admin fee / account holder | $3,336 | $10,886-69.4% | $8,020-58.4% | $10,885-69.4% |