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 | $61,935 | $165,984-62.7% | $164,813-62.4% | $145,922-57.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 8.90% | 100.03%-91.1pp | 69.93%-61.0pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,337 | $5,273-55.7% | $4,341-46.2% | $4,660-49.8% |
| Participant deferral / active EE | $13,396 | $6,959+92.5% | $6,031+122.1% | $6,688+100.3% |
| Admin fee / account holder | $52,493 | $16,648+215.3% | $12,690+313.7% | $13,397+291.8% |