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 | $58,879 | $99,877-41.0% | $84,966-30.7% | $145,922-59.7% |
| Participation rate | 73.9% | 74.1%-0.2pp | 67.5%+6.4pp | 80.3%-6.4pp |
| Annual return | 13.47% | 83.76%-70.3pp | 66.38%-52.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,100 | $3,231-4.1% | $2,727+13.7% | $4,660-33.5% |
| Participant deferral / active EE | $5,515 | $5,291+4.3% | $4,519+22.0% | $6,688-17.5% |
| Admin fee / account holder | $2,794 | $7,248-61.4% | $6,149-54.6% | $13,397-79.1% |