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 | $104,338 | $144,119-27.6% | $117,854-11.5% | $147,584-29.3% |
| Participation rate | 81.0% | 83.4%-2.5pp | 79.7%+1.3pp | 82.8%-1.9pp |
| Annual return | 12.77% | 531.15%-518.4pp | 335.08%-322.3pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,641 | $4,896-66.5% | $3,786-56.6% | $4,876-66.3% |
| Participant deferral / active EE | $3,291 | $5,316-38.1% | $4,482-26.6% | $5,439-39.5% |
| Admin fee / account holder | $6,561 | $10,886-39.7% | $8,020-18.2% | $10,885-39.7% |