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 | $77,167 | $105,931-27.2% | $81,930-5.8% | $158,922-51.4% |
| Participation rate | 89.5% | 75.6%+13.9pp | 72.0%+17.5pp | 82.0%+7.5pp |
| Annual return | 28.07% | 38.17%-10.1pp | 29.49%-1.4pp | 302.83%-274.8pp |
| Employer contribution / active EE | $2,341 | $7,800-70.0% | $4,310-45.7% | $4,761-50.8% |
| Participant deferral / active EE | $1,277 | $13,003-90.2% | $7,107-82.0% | $5,982-78.6% |
| Admin fee / account holder | $884 | $8,489-89.6% | $5,158-82.9% | $11,246-92.1% |