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 | $64,205 | $81,632-21.3% | $70,449-8.9% | $158,922-59.6% |
| Participation rate | 85.7% | 77.7%+8.0pp | 75.1%+10.7pp | 82.0%+3.8pp |
| Annual return | 85.92% | 208.40%-122.5pp | 109.03%-23.1pp | 302.83%-216.9pp |
| Employer contribution / active EE | $2,131 | $3,217-33.8% | $2,737-22.1% | $4,761-55.2% |
| Participant deferral / active EE | $2,131 | $4,554-53.2% | $3,709-42.5% | $5,982-64.4% |
| Admin fee / account holder | $4,999 | $6,193-19.3% | $3,845+30.0% | $11,246-55.5% |