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 | $126,878 | $176,056-27.9% | $159,436-20.4% | $167,490-24.2% |
| Participation rate | 85.0% | 84.9%+0.1pp | 82.8%+2.2pp | 82.1%+2.9pp |
| Annual return | 13.92% | 331.75%-317.8pp | 263.57%-249.6pp | 478.56%-464.6pp |
| Employer contribution / active EE | $3,395 | $5,297-35.9% | $4,829-29.7% | $4,837-29.8% |
| Participant deferral / active EE | $8,151 | $7,750+5.2% | $7,352+10.9% | $6,341+28.5% |
| Admin fee / account holder | $50,215 | $12,554+300.0% | $10,799+365.0% | $12,309+308.0% |