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 | $65,287 | $176,662-63.0% | $130,648-50.0% | $152,861-57.3% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.4%-7.4pp |
| Annual return | 27.31% | 2692.24%-2664.9pp | 1708.96%-1681.6pp | 345.32%-318.0pp |
| Employer contribution / active EE | $4,332 | $5,742-24.6% | $4,092+5.9% | $4,762-9.0% |
| Participant deferral / active EE | $5,753 | $4,361+31.9% | $3,603+59.7% | $5,850-1.7% |
| Admin fee / account holder | $3,004 | $7,133-57.9% | $5,464-45.0% | $11,596-74.1% |