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 | $92,562 | $183,963-49.7% | $162,163-42.9% | $152,861-39.4% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.4%-11.0pp |
| Annual return | 25.10% | 150.76%-125.7pp | 115.59%-90.5pp | 345.32%-320.2pp |
| Employer contribution / active EE | $4,344 | $6,371-31.8% | $5,614-22.6% | $4,762-8.8% |
| Participant deferral / active EE | $10,832 | $8,034+34.8% | $7,298+48.4% | $5,850+85.2% |
| Admin fee / account holder | $2,425 | $13,121-81.5% | $10,843-77.6% | $11,596-79.1% |