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 | $100,040 | $166,020-39.7% | $164,866-39.3% | $145,959-31.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 14.59% | 100.08%-85.5pp | 69.97%-55.4pp | 561.95%-547.4pp |
| Employer contribution / active EE | $3,886 | $5,275-26.3% | $4,343-10.5% | $4,661-16.6% |
| Participant deferral / active EE | $12,115 | $6,961+74.0% | $6,033+100.8% | $6,689+81.1% |
| Admin fee / account holder | $10,626 | $16,644-36.2% | $12,689-16.3% | $13,398-20.7% |