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 | $93,805 | $111,754-16.1% | $103,333-9.2% | $145,922-35.7% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 13.02% | 24.77%-11.7pp | 24.88%-11.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $3,588 | $4,212-14.8% | $3,868-7.2% | $4,660-23.0% |
| Participant deferral / active EE | $5,895 | $5,619+4.9% | $5,057+16.6% | $6,688-11.9% |
| Admin fee / account holder | $801 | $9,750-91.8% | $8,355-90.4% | $13,397-94.0% |