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 | $124,542 | $115,770+7.6% | $101,248+23.0% | $158,922-21.6% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 11.04% | 56.14%-45.1pp | 46.47%-35.4pp | 302.83%-291.8pp |
| Employer contribution / active EE | $2,375 | $4,175-43.1% | $3,660-35.1% | $4,761-50.1% |
| Participant deferral / active EE | $7,510 | $4,957+51.5% | $4,370+71.8% | $5,982+25.5% |
| Admin fee / account holder | $6,726 | $7,245-7.2% | $5,945+13.1% | $11,246-40.2% |