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 | $51,590 | $107,934-52.2% | $91,989-43.9% | $152,861-66.3% |
| Participation rate | 78.6% | 81.2%-2.6pp | 78.6%-0.1pp | 82.4%-3.9pp |
| Annual return | 19.63% | 89.24%-69.6pp | 69.02%-49.4pp | 345.32%-325.7pp |
| Employer contribution / active EE | $4,538 | $4,210+7.8% | $3,452+31.5% | $4,762-4.7% |
| Participant deferral / active EE | $4,796 | $6,364-24.6% | $5,923-19.0% | $5,850-18.0% |
| Admin fee / account holder | $18,665 | $10,520+77.4% | $7,743+141.1% | $11,596+61.0% |