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 | $106,748 | $135,635-21.3% | $110,238-3.2% | $135,375-21.1% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | 13.00% | 513.19%-500.2pp | 314.74%-301.7pp | 519.73%-506.7pp |
| Employer contribution / active EE | $3,495 | $4,906-28.8% | $3,826-8.7% | $4,779-26.9% |
| Participant deferral / active EE | $3,515 | $5,506-36.2% | $4,672-24.8% | $5,609-37.3% |
| Admin fee / account holder | $1,250 | $11,457-89.1% | $8,547-85.4% | $10,827-88.5% |