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 | $76,542 | $198,466-61.4% | $170,442-55.1% | $147,584-48.1% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 13.12% | 257.29%-244.2pp | 205.93%-192.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $4,675 | $6,184-24.4% | $5,433-13.9% | $4,876-4.1% |
| Participant deferral / active EE | $8,659 | $5,629+53.8% | $4,939+75.3% | $5,439+59.2% |
| Admin fee / account holder | $67,489 | $16,852+300.5% | $13,880+386.2% | $10,885+520.0% |