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 | $64,548 | $93,571-31.0% | $135,903-52.5% | $75,163-14.1% |
| Participation rate | 92.4% | 75.2%+17.2pp | 81.9%+10.5pp | 67.2%+25.2pp |
| Annual return | 73.85% | 30.90%+42.9pp | 68.23%+5.6pp | 160.62%-86.8pp |
| Employer contribution / active EE | $3,959 | $3,537+11.9% | $4,856-18.5% | $2,670+48.3% |
| Participant deferral / active EE | $6,257 | $6,404-2.3% | $7,758-19.3% | $4,125+51.7% |
| Admin fee / account holder | $4,182 | $6,975-40.0% | $10,762-61.1% | $5,651-26.0% |