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 | $22,511 | $226,064-90.0% | $182,532-87.7% | $152,861-85.3% |
| Participation rate | 90.9% | 82.5%+8.5pp | 78.0%+12.9pp | 82.4%+8.5pp |
| Annual return | 21.81% | 192.51%-170.7pp | 148.54%-126.7pp | 345.32%-323.5pp |
| Employer contribution / active EE | $4,389 | $4,978-11.8% | $4,076+7.7% | $4,762-7.8% |
| Participant deferral / active EE | $7,708 | $6,368+21.0% | $5,524+39.5% | $5,850+31.8% |
| Admin fee / account holder | $10,064 | $10,703-6.0% | $8,592+17.1% | $11,596-13.2% |