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 | $93,679 | $209,411-55.3% | $178,490-47.5% | $158,922-41.1% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 31.53% | 188.75%-157.2pp | 151.07%-119.5pp | 302.83%-271.3pp |
| Employer contribution / active EE | $1,834 | $5,706-67.9% | $5,011-63.4% | $4,761-61.5% |
| Participant deferral / active EE | $4,157 | $5,954-30.2% | $5,202-20.1% | $5,982-30.5% |
| Admin fee / account holder | $1,631 | $17,074-90.4% | $13,984-88.3% | $11,246-85.5% |