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 | $97,436 | $228,332-57.3% | $185,823-47.6% | $158,922-38.7% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 19.40% | 40.80%-21.4pp | 35.95%-16.6pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,557 | $4,967-68.6% | $4,087-61.9% | $4,761-67.3% |
| Participant deferral / active EE | $7,218 | $6,415+12.5% | $5,632+28.2% | $5,982+20.7% |
| Admin fee / account holder | $2,310 | $11,864-80.5% | $9,500-75.7% | $11,246-79.5% |