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 | $45,386 | $115,770-60.8% | $101,248-55.2% | $158,922-71.4% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.8%+8.8pp | 82.0%+2.7pp |
| Annual return | 23.90% | 56.14%-32.2pp | 46.47%-22.6pp | 302.83%-278.9pp |
| Employer contribution / active EE | $2,576 | $4,175-38.3% | $3,660-29.6% | $4,761-45.9% |
| Participant deferral / active EE | $5,014 | $4,957+1.1% | $4,370+14.7% | $5,982-16.2% |
| Admin fee / account holder | $474 | $7,245-93.5% | $5,945-92.0% | $11,246-95.8% |