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 | $82,683 | $99,020-16.5% | $86,590-4.5% | $147,584-44.0% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 21.98% | 1312.34%-1290.4pp | 964.84%-942.9pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,896 | $3,132-39.5% | $2,839-33.2% | $4,876-61.1% |
| Participant deferral / active EE | $4,857 | $3,972+22.3% | $3,609+34.6% | $5,439-10.7% |
| Admin fee / account holder | $7,834 | $5,710+37.2% | $4,906+59.7% | $10,885-28.0% |