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 | $123,837 | $198,466-37.6% | $170,442-27.3% | $147,584-16.1% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 17.78% | 257.29%-239.5pp | 205.93%-188.1pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,601 | $6,184-57.9% | $5,433-52.1% | $4,876-46.7% |
| Participant deferral / active EE | $6,052 | $5,629+7.5% | $4,939+22.5% | $5,439+11.3% |
| Admin fee / account holder | $1,757 | $16,852-89.6% | $13,880-87.3% | $10,885-83.9% |