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 | $99,573 | $114,381-12.9% | $107,525-7.4% | $142,382-30.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 16.31% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,440 | $4,015-14.3% | $3,754-8.3% | $4,299-20.0% |
| Participant deferral / active EE | $4,001 | $5,564-28.1% | $5,116-21.8% | $6,507-38.5% |
| Admin fee / account holder | $16,601 | $9,860+68.4% | $8,919+86.1% | $12,624+31.5% |