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 | $98,251 | $209,336-53.1% | $197,124-50.2% | $137,256-28.4% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 14.09% | 48.09%-34.0pp | 44.34%-30.3pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,318 | $6,591-64.8% | $6,227-62.8% | $4,156-44.2% |
| Participant deferral / active EE | $5,093 | $9,614-47.0% | $9,135-44.2% | $6,407-20.5% |
| Admin fee / account holder | $1,426 | $17,308-91.8% | $16,298-91.3% | $12,270-88.4% |