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 | $93,325 | $183,963-49.3% | $162,163-42.4% | $152,861-38.9% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.6%-17.6pp | 82.4%-12.4pp |
| Annual return | 31.64% | 150.76%-119.1pp | 115.59%-84.0pp | 345.32%-313.7pp |
| Employer contribution / active EE | $4,635 | $6,371-27.2% | $5,614-17.4% | $4,762-2.7% |
| Participant deferral / active EE | $9,697 | $8,034+20.7% | $7,298+32.9% | $5,850+65.8% |
| Admin fee / account holder | $404 | $13,121-96.9% | $10,843-96.3% | $11,596-96.5% |