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 | $90,903 | $114,381-20.5% | $107,525-15.5% | $142,382-36.2% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 16.14% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $8,085 | $4,015+101.4% | $3,754+115.4% | $4,299+88.1% |
| Participant deferral / active EE | $5,902 | $5,564+6.1% | $5,116+15.4% | $6,507-9.3% |
| Admin fee / account holder | $2,271 | $9,860-77.0% | $8,919-74.5% | $12,624-82.0% |