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 | $116,394 | $165,335-29.6% | $149,696-22.2% | $158,922-26.8% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 8.38% | 348.15%-339.8pp | 276.60%-268.2pp | 302.83%-294.4pp |
| Employer contribution / active EE | $2,982 | $5,103-41.6% | $4,644-35.8% | $4,761-37.4% |
| Participant deferral / active EE | $4,493 | $7,181-37.4% | $6,842-34.3% | $5,982-24.9% |
| Admin fee / account holder | $37,333 | $10,807+245.5% | $9,309+301.1% | $11,246+232.0% |