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 | $76,387 | $127,065-39.9% | $113,168-32.5% | $142,382-46.4% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 11.30% | 24.03%-12.7pp | 24.27%-13.0pp | 217.08%-205.8pp |
| Employer contribution / active EE | $3,333 | $3,442-3.2% | $2,975+12.0% | $4,299-22.5% |
| Participant deferral / active EE | $4,632 | $5,716-19.0% | $5,107-9.3% | $6,507-28.8% |
| Admin fee / account holder | $133,363 | $15,736+747.5% | $12,068+1005.1% | $12,624+956.5% |