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 | $80,229 | $99,652-19.5% | $78,778+1.8% | $147,584-45.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 14.21% | 47.28%-33.1pp | 35.62%-21.4pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,423 | $2,796-49.1% | $1,986-28.4% | $4,876-70.8% |
| Participant deferral / active EE | $6,193 | $3,664+69.0% | $2,958+109.3% | $5,439+13.9% |
| Admin fee / account holder | $1,562 | $7,155-78.2% | $5,134-69.6% | $10,885-85.7% |