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 | $85,474 | $209,336-59.2% | $197,124-56.6% | $137,256-37.7% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 14.21% | 48.09%-33.9pp | 44.34%-30.1pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,188 | $6,591-51.6% | $6,227-48.8% | $4,156-23.3% |
| Participant deferral / active EE | $7,746 | $9,614-19.4% | $9,135-15.2% | $6,407+20.9% |
| Admin fee / account holder | $17,709 | $17,308+2.3% | $16,298+8.7% | $12,270+44.3% |