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 | $98,266 | $179,726-45.3% | $156,263-37.1% | $142,382-31.0% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.9%+13.9pp | 80.1%+12.7pp |
| Annual return | 15.81% | 77.86%-62.1pp | 59.47%-43.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,770 | $5,069-45.4% | $4,333-36.1% | $4,299-35.6% |
| Participant deferral / active EE | $5,651 | $6,956-18.8% | $6,158-8.2% | $6,507-13.2% |
| Admin fee / account holder | $1,769 | $17,272-89.8% | $14,255-87.6% | $12,624-86.0% |