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 | $44,323 | $209,411-78.8% | $178,490-75.2% | $158,922-72.1% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 9.36% | 188.75%-179.4pp | 151.07%-141.7pp | 302.83%-293.5pp |
| Employer contribution / active EE | $3,169 | $5,706-44.5% | $5,011-36.7% | $4,761-33.4% |
| Participant deferral / active EE | $5,664 | $5,954-4.9% | $5,202+8.9% | $5,982-5.3% |
| Admin fee / account holder | $18,403 | $17,074+7.8% | $13,984+31.6% | $11,246+63.6% |