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 | $155,760 | $197,591-21.2% | $177,821-12.4% | $158,922-2.0% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 17.04% | 58.76%-41.7pp | 48.32%-31.3pp | 302.83%-285.8pp |
| Employer contribution / active EE | $3,902 | $6,697-41.7% | $5,918-34.1% | $4,761-18.0% |
| Participant deferral / active EE | $10,051 | $8,405+19.6% | $7,714+30.3% | $5,982+68.0% |
| Admin fee / account holder | $3,497 | $15,399-77.3% | $12,427-71.9% | $11,246-68.9% |