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 | $102,457 | $111,754-8.3% | $103,333-0.8% | $145,922-29.8% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.5%+10.5pp | 80.3%+4.7pp |
| Annual return | 11.11% | 24.77%-13.7pp | 24.88%-13.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $3,177 | $4,212-24.6% | $3,868-17.9% | $4,660-31.8% |
| Participant deferral / active EE | $6,794 | $5,619+20.9% | $5,057+34.3% | $6,688+1.6% |
| Admin fee / account holder | $2,092 | $9,750-78.5% | $8,355-75.0% | $13,397-84.4% |