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 | $97,730 | $179,726-45.6% | $156,263-37.5% | $142,382-31.4% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 14.70% | 77.86%-63.2pp | 59.47%-44.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $7,168 | $5,069+41.4% | $4,333+65.4% | $4,299+66.7% |
| Participant deferral / active EE | $3,778 | $6,956-45.7% | $6,158-38.6% | $6,507-41.9% |
| Admin fee / account holder | $1,584 | $17,272-90.8% | $14,255-88.9% | $12,624-87.5% |