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 | $96,063 | $159,602-39.8% | $150,045-36.0% | $142,382-32.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 20.46% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $4,903 | $4,961-1.2% | $4,693+4.5% | $4,299+14.0% |
| Participant deferral / active EE | $8,063 | $8,310-3.0% | $7,997+0.8% | $6,507+23.9% |
| Admin fee / account holder | $816 | $14,846-94.5% | $13,435-93.9% | $12,624-93.5% |