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 | $103,272 | $159,901-35.4% | $146,958-29.7% | $145,922-29.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 14.62% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,119 | $5,286-41.0% | $4,933-36.8% | $4,660-33.1% |
| Participant deferral / active EE | $8,892 | $8,428+5.5% | $8,070+10.2% | $6,688+33.0% |
| Admin fee / account holder | $9,803 | $15,044-34.8% | $12,998-24.6% | $13,397-26.8% |