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 | $95,012 | $185,822-48.9% | $169,993-44.1% | $139,434-31.9% |
| Participation rate | 86.4% | 87.8%-1.4pp | 87.0%-0.6pp | 80.3%+6.0pp |
| Annual return | 14.76% | 60.50%-45.7pp | 53.37%-38.6pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,919 | $7,590-74.7% | $6,785-71.7% | $4,751-59.6% |
| Participant deferral / active EE | $7,403 | $11,622-36.3% | $10,408-28.9% | $6,710+10.3% |
| Admin fee / account holder | $563 | $15,381-96.3% | $12,815-95.6% | $11,403-95.1% |