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 | $119,802 | $177,572-32.5% | $154,803-22.6% | $142,382-15.9% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 12.68% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $3,025 | $4,810-37.1% | $4,305-29.7% | $4,299-29.6% |
| Participant deferral / active EE | $9,279 | $6,272+47.9% | $5,540+67.5% | $6,507+42.6% |
| Admin fee / account holder | $1,826 | $16,786-89.1% | $14,329-87.3% | $12,624-85.5% |