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 | $97,715 | $197,591-50.5% | $177,821-45.0% | $158,922-38.5% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 15.14% | 58.76%-43.6pp | 48.32%-33.2pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,670 | $6,697-60.1% | $5,918-54.9% | $4,761-43.9% |
| Participant deferral / active EE | $7,677 | $8,405-8.7% | $7,714-0.5% | $5,982+28.3% |
| Admin fee / account holder | $3,082 | $15,399-80.0% | $12,427-75.2% | $11,246-72.6% |