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 | $66,454 | $183,592-63.8% | $155,567-57.3% | $145,959-54.5% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.1pp | 80.3%+1.0pp |
| Annual return | 22.77% | 61.24%-38.5pp | 64.74%-42.0pp | 561.95%-539.2pp |
| Employer contribution / active EE | $5,194 | $5,315-2.3% | $4,674+11.1% | $4,661+11.4% |
| Participant deferral / active EE | $3,394 | $6,464-47.5% | $5,628-39.7% | $6,689-49.3% |
| Admin fee / account holder | $633 | $19,318-96.7% | $15,916-96.0% | $13,398-95.3% |