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 | $84,464 | $110,257-23.4% | $96,544-12.5% | $139,434-39.4% |
| Participation rate | 95.2% | 78.1%+17.1pp | 76.0%+19.3pp | 80.3%+14.9pp |
| Annual return | 19.46% | 26.32%-6.9pp | 25.84%-6.4pp | 372.94%-353.5pp |
| Employer contribution / active EE | $3,328 | $3,620-8.0% | $2,965+12.3% | $4,751-29.9% |
| Participant deferral / active EE | $5,336 | $5,548-3.8% | $4,851+10.0% | $6,710-20.5% |
| Admin fee / account holder | $5,272 | $11,591-54.5% | $8,252-36.1% | $11,403-53.8% |