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 | $93,675 | $198,466-52.8% | $170,442-45.0% | $147,584-36.5% |
| Participation rate | 95.2% | 88.0%+7.3pp | 83.6%+11.6pp | 82.8%+12.4pp |
| Annual return | 19.93% | 257.29%-237.4pp | 205.93%-186.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $4,009 | $6,184-35.2% | $5,433-26.2% | $4,876-17.8% |
| Participant deferral / active EE | $5,165 | $5,629-8.2% | $4,939+4.6% | $5,439-5.0% |
| Admin fee / account holder | $2,811 | $16,852-83.3% | $13,880-79.7% | $10,885-74.2% |