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 | $56,311 | $166,020-66.1% | $164,866-65.8% | $145,959-61.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 14.94% | 100.08%-85.1pp | 69.97%-55.0pp | 561.95%-547.0pp |
| Employer contribution / active EE | $1,235 | $5,275-76.6% | $4,343-71.6% | $4,661-73.5% |
| Participant deferral / active EE | $2,484 | $6,961-64.3% | $6,033-58.8% | $6,689-62.9% |
| Admin fee / account holder | $5,213 | $16,644-68.7% | $12,689-58.9% | $13,398-61.1% |