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 | $69,912 | $165,984-57.9% | $164,813-57.6% | $145,922-52.1% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.6%+16.4pp | 80.3%+14.7pp |
| Annual return | 32.96% | 100.03%-67.1pp | 69.93%-37.0pp | 561.29%-528.3pp |
| Employer contribution / active EE | $7,065 | $5,273+34.0% | $4,341+62.8% | $4,660+51.6% |
| Participant deferral / active EE | $6,839 | $6,959-1.7% | $6,031+13.4% | $6,688+2.3% |
| Admin fee / account holder | $3,731 | $16,648-77.6% | $12,690-70.6% | $13,397-72.2% |