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 | $31,646 | $148,534-78.7% | $135,903-76.7% | $139,434-77.3% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 19.25% | 79.19%-59.9pp | 68.23%-49.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $5,674 | $5,243+8.2% | $4,856+16.8% | $4,751+19.4% |
| Participant deferral / active EE | $10,383 | $8,100+28.2% | $7,758+33.8% | $6,710+54.7% |
| Admin fee / account holder | $2,113 | $12,400-83.0% | $10,762-80.4% | $11,403-81.5% |