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 | $75,805 | $111,754-32.2% | $103,333-26.6% | $145,922-48.1% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 13.80% | 24.77%-11.0pp | 24.88%-11.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $4,037 | $4,212-4.2% | $3,868+4.4% | $4,660-13.4% |
| Participant deferral / active EE | $6,746 | $5,619+20.1% | $5,057+33.4% | $6,688+0.9% |
| Admin fee / account holder | $4,081 | $9,750-58.1% | $8,355-51.2% | $13,397-69.5% |