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 | $83,465 | $183,519-54.5% | $155,509-46.3% | $145,922-42.8% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 26.39% | 61.17%-34.8pp | 64.67%-38.3pp | 561.29%-534.9pp |
| Employer contribution / active EE | $1,993 | $5,313-62.5% | $4,672-57.3% | $4,660-57.2% |
| Participant deferral / active EE | $2,583 | $6,462-60.0% | $5,626-54.1% | $6,688-61.4% |
| Admin fee / account holder | $4,074 | $19,313-78.9% | $15,912-74.4% | $13,397-69.6% |