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 | $62,659 | $178,174-64.8% | $156,181-59.9% | $137,256-54.3% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.8%+15.6pp | 80.0%+14.5pp |
| Annual return | 11.97% | 84.19%-72.2pp | 64.87%-52.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $7,116 | $4,972+43.1% | $4,294+65.7% | $4,156+71.2% |
| Participant deferral / active EE | $3,252 | $6,888-52.8% | $6,132-47.0% | $6,407-49.2% |
| Admin fee / account holder | $5,180 | $17,404-70.2% | $14,586-64.5% | $12,270-57.8% |