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 | $84,229 | $117,841-28.5% | $102,423-17.8% | $145,922-42.3% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 16.76% | 31.65%-14.9pp | 29.32%-12.6pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,812 | $3,615-22.2% | $3,023-7.0% | $4,660-39.6% |
| Participant deferral / active EE | $6,547 | $5,731+14.2% | $5,053+29.6% | $6,688-2.1% |
| Admin fee / account holder | $35,115 | $13,326+163.5% | $9,451+271.6% | $13,397+162.1% |