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 | $71,939 | $165,912-56.6% | $122,332-41.2% | $147,584-51.3% |
| Participation rate | 85.7% | 79.6%+6.1pp | 71.6%+14.1pp | 82.8%+2.9pp |
| Annual return | 13.76% | 34.55%-20.8pp | 30.27%-16.5pp | 578.55%-564.8pp |
| Employer contribution / active EE | $5,714 | $5,754-0.7% | $4,050+41.1% | $4,876+17.2% |
| Participant deferral / active EE | $3,685 | $4,005-8.0% | $3,287+12.1% | $5,439-32.2% |
| Admin fee / account holder | $629 | $7,424-91.5% | $5,478-88.5% | $10,885-94.2% |