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 | $36,006 | $198,466-81.9% | $170,442-78.9% | $147,584-75.6% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 16.27% | 257.29%-241.0pp | 205.93%-189.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $6,624 | $6,184+7.1% | $5,433+21.9% | $4,876+35.8% |
| Participant deferral / active EE | $5,285 | $5,629-6.1% | $4,939+7.0% | $5,439-2.8% |
| Admin fee / account holder | $1,259 | $16,852-92.5% | $13,880-90.9% | $10,885-88.4% |