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 | $54,195 | $217,402-75.1% | $185,823-70.8% | $167,490-67.6% |
| Participation rate | 91.3% | 86.0%+5.3pp | 81.7%+9.6pp | 82.1%+9.2pp |
| Annual return | 10.34% | 148.36%-138.0pp | 122.05%-111.7pp | 478.56%-468.2pp |
| Employer contribution / active EE | $2,860 | $5,873-51.3% | $5,167-44.7% | $4,837-40.9% |
| Participant deferral / active EE | $6,377 | $6,356+0.3% | $5,568+14.5% | $6,341+0.6% |
| Admin fee / account holder | $13,510 | $19,811-31.8% | $16,237-16.8% | $12,309+9.8% |