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 | $95,201 | $148,534-35.9% | $135,903-29.9% | $139,434-31.7% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 17.98% | 79.19%-61.2pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,372 | $5,243-54.8% | $4,856-51.2% | $4,751-50.1% |
| Participant deferral / active EE | $4,784 | $8,100-40.9% | $7,758-38.3% | $6,710-28.7% |
| Admin fee / account holder | $11,279 | $12,400-9.0% | $10,762+4.8% | $11,403-1.1% |