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 | $97,412 | $124,319-21.6% | $111,297-12.5% | $167,490-41.8% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 13.34% | 37.44%-24.1pp | 54.65%-41.3pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,634 | $3,435-23.3% | $2,731-3.5% | $4,837-45.5% |
| Participant deferral / active EE | $4,990 | $5,180-3.7% | $4,487+11.2% | $6,341-21.3% |
| Admin fee / account holder | $712 | $10,618-93.3% | $7,964-91.1% | $12,309-94.2% |