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 | $81,931 | $73,515+11.4% | $62,995+30.1% | $147,584-44.5% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.8%+18.5pp | 82.8%+10.5pp |
| Annual return | 15.68% | 175.43%-159.7pp | 87.57%-71.9pp | 578.55%-562.9pp |
| Employer contribution / active EE | $5,661 | $3,320+70.5% | $2,759+105.2% | $4,876+16.1% |
| Participant deferral / active EE | $3,252 | $4,185-22.3% | $3,329-2.3% | $5,439-40.2% |
| Admin fee / account holder | $2,096 | $5,953-64.8% | $3,600-41.8% | $10,885-80.7% |