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 | $89,958 | $209,411-57.0% | $178,490-49.6% | $158,922-43.4% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 16.19% | 188.75%-172.6pp | 151.07%-134.9pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,721 | $5,706-52.3% | $5,011-45.7% | $4,761-42.9% |
| Participant deferral / active EE | $8,500 | $5,954+42.8% | $5,202+63.4% | $5,982+42.1% |
| Admin fee / account holder | $706 | $17,074-95.9% | $13,984-95.0% | $11,246-93.7% |