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 | $113,913 | $172,478-34.0% | $145,661-21.8% | $142,382-20.0% |
| Participation rate | 95.7% | 80.1%+15.6pp | 77.2%+18.4pp | 80.1%+15.5pp |
| Annual return | 14.83% | 151.09%-136.3pp | 101.46%-86.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,470 | $4,899-29.2% | $4,238-18.1% | $4,299-19.3% |
| Participant deferral / active EE | $7,201 | $8,348-13.7% | $7,1980% | $6,507+10.7% |
| Admin fee / account holder | $6,113 | $16,864-63.8% | $12,466-51.0% | $12,624-51.6% |