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 | $72,884 | $157,256-53.7% | $141,162-48.4% | $152,861-52.3% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 25.33% | 64.32%-39.0pp | 71.39%-46.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $4,906 | $5,261-6.7% | $4,735+3.6% | $4,762+3.0% |
| Participant deferral / active EE | $10,479 | $7,109+47.4% | $6,709+56.2% | $5,850+79.1% |
| Admin fee / account holder | $5,480 | $12,120-54.8% | $10,261-46.6% | $11,596-52.7% |