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 | $86,980 | $133,922-35.1% | $116,228-25.2% | $142,382-38.9% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.6%+10.4pp | 80.1%+4.9pp |
| Annual return | 15.68% | 147.76%-132.1pp | 90.06%-74.4pp | 217.08%-201.4pp |
| Employer contribution / active EE | $4,044 | $3,446+17.4% | $2,994+35.1% | $4,299-5.9% |
| Participant deferral / active EE | $7,112 | $5,672+25.4% | $4,953+43.6% | $6,507+9.3% |
| Admin fee / account holder | $5,658 | $14,945-62.1% | $11,989-52.8% | $12,624-55.2% |