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 | $132,868 | $209,411-36.6% | $178,490-25.6% | $158,922-16.4% |
| Participation rate | 93.8% | 86.3%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 16.72% | 188.75%-172.0pp | 151.07%-134.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,747 | $5,706-69.4% | $5,011-65.1% | $4,761-63.3% |
| Participant deferral / active EE | $5,707 | $5,954-4.1% | $5,202+9.7% | $5,982-4.6% |
| Admin fee / account holder | $13,691 | $17,074-19.8% | $13,984-2.1% | $11,246+21.7% |