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 | $110,316 | $198,466-44.4% | $170,442-35.3% | $147,584-25.3% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 17.39% | 257.29%-239.9pp | 205.93%-188.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,793 | $6,184-71.0% | $5,433-67.0% | $4,876-63.2% |
| Participant deferral / active EE | $7,615 | $5,629+35.3% | $4,939+54.2% | $5,439+40.0% |
| Admin fee / account holder | $1,170 | $16,852-93.1% | $13,880-91.6% | $10,885-89.3% |