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 | $110,760 | $159,602-30.6% | $150,045-26.2% | $142,382-22.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.76% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $4,095 | $4,961-17.5% | $4,693-12.7% | $4,299-4.8% |
| Participant deferral / active EE | $9,758 | $8,310+17.4% | $7,997+22.0% | $6,507+50.0% |
| Admin fee / account holder | $25,517 | $14,846+71.9% | $13,435+89.9% | $12,624+102.1% |