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 | $45,838 | $209,411-78.1% | $178,490-74.3% | $158,922-71.2% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 10.02% | 188.75%-178.7pp | 151.07%-141.0pp | 302.83%-292.8pp |
| Employer contribution / active EE | $3,305 | $5,706-42.1% | $5,011-34.0% | $4,761-30.6% |
| Participant deferral / active EE | $4,506 | $5,954-24.3% | $5,202-13.4% | $5,982-24.7% |
| Admin fee / account holder | $6,395 | $17,074-62.5% | $13,984-54.3% | $11,246-43.1% |