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 | $104,777 | $177,572-41.0% | $154,803-32.3% | $142,382-26.4% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.1%+11.4pp | 80.1%+9.4pp |
| Annual return | 14.53% | 65.07%-50.5pp | 58.88%-44.4pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,913 | $4,810-60.2% | $4,305-55.6% | $4,299-55.5% |
| Participant deferral / active EE | $12,546 | $6,272+100.0% | $5,540+126.4% | $6,507+92.8% |
| Admin fee / account holder | $11,545 | $16,786-31.2% | $14,329-19.4% | $12,624-8.5% |