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 | $92,949 | $114,381-18.7% | $107,525-13.6% | $142,382-34.7% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.1%+1.8pp | 80.1%-3.2pp |
| Annual return | 15.84% | 242.71%-226.9pp | 181.32%-165.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $6,027 | $4,015+50.1% | $3,754+60.6% | $4,299+40.2% |
| Participant deferral / active EE | $6,590 | $5,564+18.4% | $5,116+28.8% | $6,507+1.3% |
| Admin fee / account holder | $6,851 | $9,860-30.5% | $8,919-23.2% | $12,624-45.7% |