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 | $61,745 | $101,069-38.9% | $81,478-24.2% | $147,584-58.2% |
| Participation rate | 71.4% | 74.5%-3.0pp | 68.0%+3.5pp | 82.8%-11.4pp |
| Annual return | 9.41% | 32.40%-23.0pp | 38.78%-29.4pp | 578.55%-569.1pp |
| Employer contribution / active EE | $3,802 | $3,205+18.6% | $2,568+48.1% | $4,876-22.0% |
| Participant deferral / active EE | $7,080 | $4,242+66.9% | $3,537+100.2% | $5,439+30.2% |
| Admin fee / account holder | $133,193 | $5,812+2191.7% | $4,561+2820.3% | $10,885+1123.6% |