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 | $75,499 | $118,680-36.4% | $98,907-23.7% | $158,922-52.5% |
| Participation rate | 95.5% | 77.8%+17.6pp | 76.0%+19.4pp | 82.0%+13.5pp |
| Annual return | 8.33% | 372.35%-364.0pp | 196.43%-188.1pp | 302.83%-294.5pp |
| Employer contribution / active EE | $3,409 | $3,333+2.3% | $2,689+26.8% | $4,761-28.4% |
| Participant deferral / active EE | $5,022 | $5,088-1.3% | $4,244+18.3% | $5,982-16.1% |
| Admin fee / account holder | $646 | $10,131-93.6% | $6,642-90.3% | $11,246-94.3% |