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 | $115,965 | $209,411-44.6% | $178,490-35.0% | $158,922-27.0% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 9.98% | 188.75%-178.8pp | 151.07%-141.1pp | 302.83%-292.8pp |
| Employer contribution / active EE | $3,272 | $5,706-42.7% | $5,011-34.7% | $4,761-31.3% |
| Participant deferral / active EE | $4,433 | $5,954-25.5% | $5,202-14.8% | $5,982-25.9% |
| Admin fee / account holder | $6,649 | $17,074-61.1% | $13,984-52.5% | $11,246-40.9% |