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 | $118,545 | $165,335-28.3% | $149,696-20.8% | $158,922-25.4% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 19.38% | 348.15%-328.8pp | 276.60%-257.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $3,610 | $5,103-29.3% | $4,644-22.3% | $4,761-24.2% |
| Participant deferral / active EE | $9,625 | $7,181+34.0% | $6,842+40.7% | $5,982+60.9% |
| Admin fee / account holder | $7,771 | $10,807-28.1% | $9,309-16.5% | $11,246-30.9% |