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 | $74,125 | $198,466-62.7% | $170,442-56.5% | $147,584-49.8% |
| Participation rate | 86.4% | 88.0%-1.6pp | 83.6%+2.8pp | 82.8%+3.5pp |
| Annual return | 11.99% | 257.29%-245.3pp | 205.93%-193.9pp | 578.55%-566.6pp |
| Employer contribution / active EE | $4,882 | $6,184-21.1% | $5,433-10.1% | $4,876+0.1% |
| Participant deferral / active EE | $2,828 | $5,629-49.8% | $4,939-42.7% | $5,439-48.0% |
| Admin fee / account holder | $1,913 | $16,852-88.6% | $13,880-86.2% | $10,885-82.4% |