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 | $48,423 | $183,592-73.6% | $155,567-68.9% | $145,959-66.8% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 10.45% | 61.24%-50.8pp | 64.74%-54.3pp | 561.95%-551.5pp |
| Employer contribution / active EE | $2,107 | $5,315-60.4% | $4,674-54.9% | $4,661-54.8% |
| Participant deferral / active EE | $4,459 | $6,464-31.0% | $5,628-20.8% | $6,689-33.3% |
| Admin fee / account holder | $1,262 | $19,318-93.5% | $15,916-92.1% | $13,398-90.6% |