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 | $106,505 | $183,963-42.1% | $162,163-34.3% | $152,861-30.3% |
| Participation rate | 86.4% | 88.5%-2.1pp | 87.6%-1.2pp | 82.4%+3.9pp |
| Annual return | 29.01% | 150.76%-121.8pp | 115.59%-86.6pp | 345.32%-316.3pp |
| Employer contribution / active EE | $1,426 | $6,371-77.6% | $5,614-74.6% | $4,762-70.1% |
| Participant deferral / active EE | $3,066 | $8,034-61.8% | $7,298-58.0% | $5,850-47.6% |
| Admin fee / account holder | $1,769 | $13,121-86.5% | $10,843-83.7% | $11,596-84.7% |