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 | $60,445 | $102,966-41.3% | $90,281-33.0% | $152,861-60.5% |
| Participation rate | 76.9% | 75.9%+1.1pp | 73.3%+3.7pp | 82.4%-5.5pp |
| Annual return | 22.79% | 95.16%-72.4pp | 78.10%-55.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,792 | $3,139-11.1% | $2,854-2.2% | $4,762-41.4% |
| Participant deferral / active EE | $6,593 | $4,281+54.0% | $3,885+69.7% | $5,850+12.7% |
| Admin fee / account holder | $2,366 | $6,171-61.7% | $5,351-55.8% | $11,596-79.6% |