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 | $103,639 | $183,519-43.5% | $155,509-33.4% | $145,922-29.0% |
| Participation rate | 95.7% | 82.7%+13.0pp | 78.2%+17.5pp | 80.3%+15.4pp |
| Annual return | 10.94% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $4,599 | $5,313-13.4% | $4,672-1.6% | $4,660-1.3% |
| Participant deferral / active EE | $3,487 | $6,462-46.0% | $5,626-38.0% | $6,688-47.9% |
| Admin fee / account holder | $674 | $19,313-96.5% | $15,912-95.8% | $13,397-95.0% |