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 | $99,177 | $152,460-34.9% | $118,746-16.5% | $147,584-32.8% |
| Participation rate | 93.8% | 82.3%+11.5pp | 78.3%+15.5pp | 82.8%+10.9pp |
| Annual return | 14.24% | 17.41%-3.2pp | 24.54%-10.3pp | 578.55%-564.3pp |
| Employer contribution / active EE | $2,826 | $5,046-44.0% | $4,193-32.6% | $4,876-42.0% |
| Participant deferral / active EE | $5,326 | $6,212-14.3% | $5,332-0.1% | $5,439-2.1% |
| Admin fee / account holder | $17,013 | $16,953+0.4% | $10,720+58.7% | $10,885+56.3% |