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 | $102,396 | $111,754-8.4% | $103,333-0.9% | $145,922-29.8% |
| Participation rate | 82.4% | 77.9%+4.4pp | 74.5%+7.8pp | 80.3%+2.1pp |
| Annual return | 13.88% | 24.77%-10.9pp | 24.88%-11.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,039 | $4,212-51.6% | $3,868-47.3% | $4,660-56.2% |
| Participant deferral / active EE | $3,035 | $5,619-46.0% | $5,057-40.0% | $6,688-54.6% |
| Admin fee / account holder | $1,654 | $9,750-83.0% | $8,355-80.2% | $13,397-87.7% |