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 | $75,325 | $102,317-26.4% | $146,958-48.7% | $80,856-6.8% |
| Participation rate | 91.8% | 75.8%+16.0pp | 82.2%+9.7pp | 67.6%+24.2pp |
| Annual return | 15.15% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $6,268 | $3,713+68.8% | $4,933+27.1% | $2,755+127.5% |
| Participant deferral / active EE | $13,056 | $6,644+96.5% | $8,070+61.8% | $4,296+203.9% |
| Admin fee / account holder | $7,455 | $7,941-6.1% | $12,998-42.6% | $6,918+7.8% |