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 | $80,076 | $209,411-61.8% | $178,490-55.1% | $158,922-49.6% |
| Participation rate | 95.7% | 86.3%+9.3pp | 81.9%+13.7pp | 82.0%+13.7pp |
| Annual return | 13.60% | 188.75%-175.2pp | 151.07%-137.5pp | 302.83%-289.2pp |
| Employer contribution / active EE | $5,904 | $5,706+3.5% | $5,011+17.8% | $4,761+24.0% |
| Participant deferral / active EE | $4,362 | $5,954-26.7% | $5,202-16.1% | $5,982-27.1% |
| Admin fee / account holder | $1,637 | $17,074-90.4% | $13,984-88.3% | $11,246-85.4% |