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 | $61,415 | $165,335-62.9% | $149,696-59.0% | $158,922-61.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 11.98% | 348.15%-336.2pp | 276.60%-264.6pp | 302.83%-290.9pp |
| Employer contribution / active EE | $3,481 | $5,103-31.8% | $4,644-25.0% | $4,761-26.9% |
| Participant deferral / active EE | $11,558 | $7,181+60.9% | $6,842+68.9% | $5,982+93.2% |
| Admin fee / account holder | $59,511 | $10,807+450.7% | $9,309+539.3% | $11,246+429.2% |