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 | $51,347 | $116,175-55.8% | $93,606-45.1% | $152,861-66.4% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.4%+0.9pp |
| Annual return | 38.78% | 35.96%+2.8pp | 32.76%+6.0pp | 345.32%-306.5pp |
| Employer contribution / active EE | $4,564 | $3,218+41.8% | $2,718+67.9% | $4,762-4.2% |
| Participant deferral / active EE | $13,374 | $4,603+190.5% | $4,069+228.7% | $5,850+128.6% |
| Admin fee / account holder | $7,492 | $10,748-30.3% | $7,888-5.0% | $11,596-35.4% |