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 | $95,994 | $154,228-37.8% | $145,433-34.0% | $137,256-30.1% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 17.69% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,716 | $4,804-43.5% | $4,554-40.4% | $4,156-34.7% |
| Participant deferral / active EE | $6,396 | $8,216-22.2% | $7,897-19.0% | $6,407-0.2% |
| Admin fee / account holder | $1,112 | $14,344-92.2% | $13,129-91.5% | $12,270-90.9% |