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 5-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 | $76,031 | $159,901-52.5% | $146,958-48.3% | $145,922-47.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 23.66% | 98.13%-74.5pp | 418.34%-394.7pp | 561.29%-537.6pp |
| Employer contribution / active EE | $4,785 | $5,286-9.5% | $4,933-3.0% | $4,660+2.7% |
| Participant deferral / active EE | $9,665 | $8,428+14.7% | $8,070+19.8% | $6,688+44.5% |
| Admin fee / account holder | $310 | $15,044-97.9% | $12,998-97.6% | $13,397-97.7% |