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 | $81,746 | $159,901-48.9% | $146,958-44.4% | $145,922-44.0% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 9.74% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $5,253 | $5,286-0.6% | $4,933+6.5% | $4,660+12.7% |
| Participant deferral / active EE | $4,619 | $8,428-45.2% | $8,070-42.8% | $6,688-30.9% |
| Admin fee / account holder | $13,063 | $15,044-13.2% | $12,998+0.5% | $13,397-2.5% |