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 | $89,033 | $154,228-42.3% | $145,433-38.8% | $137,256-35.1% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 18.76% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $8,757 | $4,804+82.3% | $4,554+92.3% | $4,156+110.7% |
| Participant deferral / active EE | $15,767 | $8,216+91.9% | $7,897+99.7% | $6,407+146.1% |
| Admin fee / account holder | $5,217 | $14,344-63.6% | $13,129-60.3% | $12,270-57.5% |