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 | $81,146 | $148,534-45.4% | $135,903-40.3% | $139,434-41.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 16.00% | 79.19%-63.2pp | 68.23%-52.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $3,485 | $5,243-33.5% | $4,856-28.2% | $4,751-26.7% |
| Participant deferral / active EE | $7,495 | $8,100-7.5% | $7,758-3.4% | $6,710+11.7% |
| Admin fee / account holder | $4,761 | $12,400-61.6% | $10,762-55.8% | $11,403-58.2% |