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 | $86,381 | $209,411-58.8% | $178,490-51.6% | $158,922-45.6% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 16.88% | 188.75%-171.9pp | 151.07%-134.2pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,715 | $5,706-52.4% | $5,011-45.8% | $4,761-43.0% |
| Participant deferral / active EE | $4,479 | $5,954-24.8% | $5,202-13.9% | $5,982-25.1% |
| Admin fee / account holder | $26,181 | $17,074+53.3% | $13,984+87.2% | $11,246+132.8% |