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 | $80,861 | $209,336-61.4% | $197,124-59.0% | $137,256-41.1% |
| Participation rate | 93.8% | 87.3%+6.4pp | 86.7%+7.0pp | 80.0%+13.8pp |
| Annual return | 16.23% | 48.09%-31.9pp | 44.34%-28.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,451 | $6,591-47.6% | $6,227-44.6% | $4,156-17.0% |
| Participant deferral / active EE | $5,724 | $9,614-40.5% | $9,135-37.3% | $6,407-10.7% |
| Admin fee / account holder | $22,588 | $17,308+30.5% | $16,298+38.6% | $12,270+84.1% |