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 | $128,634 | $185,822-30.8% | $169,993-24.3% | $139,434-7.7% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 17.04% | 60.50%-43.5pp | 53.37%-36.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $4,171 | $7,590-45.0% | $6,785-38.5% | $4,751-12.2% |
| Participant deferral / active EE | $4,476 | $11,622-61.5% | $10,408-57.0% | $6,710-33.3% |
| Admin fee / account holder | $37,059 | $15,381+140.9% | $12,815+189.2% | $11,403+225.0% |