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 | $114,635 | $209,411-45.3% | $178,490-35.8% | $158,922-27.9% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 19.14% | 188.75%-169.6pp | 151.07%-131.9pp | 302.83%-283.7pp |
| Employer contribution / active EE | $3,054 | $5,706-46.5% | $5,011-39.0% | $4,761-35.9% |
| Participant deferral / active EE | $8,585 | $5,954+44.2% | $5,202+65.0% | $5,982+43.5% |
| Admin fee / account holder | $9,024 | $17,074-47.1% | $13,984-35.5% | $11,246-19.8% |