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 | $87,841 | $210,648-58.3% | $177,989-50.6% | $145,922-39.8% |
| Participation rate | 95.5% | 80.8%+14.7pp | 77.1%+18.4pp | 80.3%+15.2pp |
| Annual return | 13.92% | 385.86%-371.9pp | 294.48%-280.6pp | 561.29%-547.4pp |
| Employer contribution / active EE | $4,356 | $4,565-4.6% | $3,949+10.3% | $4,660-6.5% |
| Participant deferral / active EE | $9,096 | $6,958+30.7% | $6,276+44.9% | $6,688+36.0% |
| Admin fee / account holder | $3,848 | $12,013-68.0% | $10,363-62.9% | $13,397-71.3% |