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 | $90,745 | $159,901-43.2% | $146,958-38.3% | $145,922-37.8% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 11.33% | 98.13%-86.8pp | 418.34%-407.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $5,112 | $5,286-3.3% | $4,933+3.6% | $4,660+9.7% |
| Participant deferral / active EE | $11,868 | $8,428+40.8% | $8,070+47.1% | $6,688+77.5% |
| Admin fee / account holder | $35,619 | $15,044+136.8% | $12,998+174.0% | $13,397+165.9% |