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 7-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 | $65,521 | $78,672-16.7% | $109,143-40.0% | $85,850-23.7% |
| Participation rate | 72.2% | 68.3%+3.9pp | 75.9%-3.7pp | 69.3%+2.9pp |
| Annual return | 19.73% | 25.09%-5.4pp | 25.75%-6.0pp | 318.53%-298.8pp |
| Employer contribution / active EE | $2,023 | $2,735-26.0% | $3,722-45.6% | $2,565-21.1% |
| Participant deferral / active EE | $4,808 | $3,467+38.7% | $4,653+3.3% | $3,952+21.7% |
| Admin fee / account holder | $1,049 | $5,469-80.8% | $6,752-84.5% | $6,260-83.2% |