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 | $104,592 | $172,111-39.2% | $150,298-30.4% | $137,256-23.8% |
| Participation rate | 95.5% | 81.7%+13.7pp | 77.8%+17.7pp | 80.0%+15.5pp |
| Annual return | 11.56% | 69.37%-57.8pp | 62.79%-51.2pp | 220.34%-208.8pp |
| Employer contribution / active EE | $4,023 | $4,636-13.2% | $4,154-3.2% | $4,156-3.2% |
| Participant deferral / active EE | $4,077 | $6,166-33.9% | $5,453-25.2% | $6,407-36.4% |
| Admin fee / account holder | $5,442 | $16,471-67.0% | $14,116-61.5% | $12,270-55.7% |