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 | $82,626 | $109,817-24.8% | $98,442-16.1% | $167,490-50.7% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 14.89% | 1956.69%-1941.8pp | 1492.73%-1477.8pp | 478.56%-463.7pp |
| Employer contribution / active EE | $3,575 | $3,224+10.9% | $2,960+20.8% | $4,837-26.1% |
| Participant deferral / active EE | $2,569 | $4,673-45.0% | $4,276-39.9% | $6,341-59.5% |
| Admin fee / account holder | $36,434 | $6,753+439.6% | $5,949+512.4% | $12,309+196.0% |