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 | $135,519 | $176,056-23.0% | $159,436-15.0% | $167,490-19.1% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 11.06% | 331.75%-320.7pp | 263.57%-252.5pp | 478.56%-467.5pp |
| Employer contribution / active EE | $9,090 | $5,297+71.6% | $4,829+88.2% | $4,837+87.9% |
| Participant deferral / active EE | $3,972 | $7,750-48.7% | $7,352-46.0% | $6,341-37.4% |
| Admin fee / account holder | $112,894 | $12,554+799.3% | $10,799+945.5% | $12,309+817.2% |