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 | $111,535-16.7% | $105,223-11.7% | $137,256-32.3% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.0%+1.9pp | 80.0%-3.0pp |
| Annual return | 15.84% | 237.85%-222.0pp | 180.65%-164.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $6,027 | $3,939+53.0% | $3,689+63.4% | $4,156+45.0% |
| Participant deferral / active EE | $6,590 | $5,500+19.8% | $5,072+29.9% | $6,407+2.9% |
| Admin fee / account holder | $6,851 | $9,721-29.5% | $8,859-22.7% | $12,270-44.2% |