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 | $115,503 | $149,679-22.8% | $117,039-1.3% | $147,584-21.7% |
| Participation rate | 71.4% | 83.5%-12.1pp | 77.2%-5.8pp | 82.8%-11.4pp |
| Annual return | 17.38% | 19.31%-1.9pp | 18.95%-1.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,260 | $4,937-74.5% | $3,785-66.7% | $4,876-74.2% |
| Participant deferral / active EE | $3,783 | $4,912-23.0% | $3,929-3.7% | $5,439-30.4% |
| Admin fee / account holder | $702 | $7,856-91.1% | $5,974-88.3% | $10,885-93.6% |