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 | $98,967 | $159,602-38.0% | $150,045-34.0% | $142,382-30.5% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.3%-3.4pp | 80.1%-1.2pp |
| Annual return | 19.58% | 70.24%-50.7pp | 62.55%-43.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,220 | $4,961-55.2% | $4,693-52.7% | $4,299-48.4% |
| Participant deferral / active EE | $5,493 | $8,310-33.9% | $7,997-31.3% | $6,507-15.6% |
| Admin fee / account holder | $4,766 | $14,846-67.9% | $13,435-64.5% | $12,624-62.2% |