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 | $129,464 | $185,822-30.3% | $169,993-23.8% | $139,434-7.2% |
| Participation rate | 94.7% | 87.8%+7.0pp | 87.0%+7.7pp | 80.3%+14.4pp |
| Annual return | 144.18% | 60.50%+83.7pp | 53.37%+90.8pp | 372.94%-228.8pp |
| Employer contribution / active EE | $2,037 | $7,590-73.2% | $6,785-70.0% | $4,751-57.1% |
| Participant deferral / active EE | $4,384 | $11,622-62.3% | $10,408-57.9% | $6,710-34.7% |
| Admin fee / account holder | $6,962 | $15,381-54.7% | $12,815-45.7% | $11,403-38.9% |