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 | $124,109 | $209,832-40.9% | $189,513-34.5% | $167,490-25.9% |
| Participation rate | 81.8% | 88.7%-6.8pp | 87.8%-6.0pp | 82.1%-0.3pp |
| Annual return | 22.16% | 748.27%-726.1pp | 555.15%-533.0pp | 478.56%-456.4pp |
| Employer contribution / active EE | $5,396 | $6,914-22.0% | $6,162-12.4% | $4,837+11.5% |
| Participant deferral / active EE | $8,905 | $8,935-0.3% | $8,221+8.3% | $6,341+40.4% |
| Admin fee / account holder | $12,376 | $14,293-13.4% | $12,045+2.7% | $12,309+0.5% |