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 | $79,638 | $81,632-2.4% | $70,449+13.0% | $158,922-49.9% |
| Participation rate | 94.4% | 77.7%+16.7pp | 75.1%+19.4pp | 82.0%+12.5pp |
| Annual return | 16.78% | 208.40%-191.6pp | 109.03%-92.3pp | 302.83%-286.0pp |
| Employer contribution / active EE | $4,356 | $3,217+35.4% | $2,737+59.2% | $4,761-8.5% |
| Participant deferral / active EE | $10,005 | $4,554+119.7% | $3,709+169.8% | $5,982+67.2% |
| Admin fee / account holder | $6,245 | $6,193+0.9% | $3,845+62.4% | $11,246-44.5% |