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 | $82,917 | $165,335-49.8% | $149,696-44.6% | $158,922-47.8% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 9.49% | 348.15%-338.7pp | 276.60%-267.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $5,133 | $5,103+0.6% | $4,644+10.5% | $4,761+7.8% |
| Participant deferral / active EE | $7,887 | $7,181+9.8% | $6,842+15.3% | $5,982+31.8% |
| Admin fee / account holder | $4,565 | $10,807-57.8% | $9,309-51.0% | $11,246-59.4% |