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 | $83,566 | $183,519-54.5% | $155,509-46.3% | $145,922-42.7% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 10.48% | 61.17%-50.7pp | 64.67%-54.2pp | 561.29%-550.8pp |
| Employer contribution / active EE | $4,629 | $5,313-12.9% | $4,672-0.9% | $4,660-0.7% |
| Participant deferral / active EE | $8,258 | $6,462+27.8% | $5,626+46.8% | $6,688+23.5% |
| Admin fee / account holder | $2,178 | $19,313-88.7% | $15,912-86.3% | $13,397-83.7% |