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 | $86,900 | $114,381-24.0% | $107,525-19.2% | $142,382-39.0% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 18.86% | 242.71%-223.8pp | 181.32%-162.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,748 | $4,015+18.3% | $3,754+26.5% | $4,299+10.4% |
| Participant deferral / active EE | $14,865 | $5,564+167.2% | $5,116+190.6% | $6,507+128.4% |
| Admin fee / account holder | $20,132 | $9,860+104.2% | $8,919+125.7% | $12,624+59.5% |