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 | $52,970 | $86,286-38.6% | $111,297-52.4% | $85,850-38.3% |
| Participation rate | 88.5% | 73.3%+15.1pp | 77.3%+11.2pp | 69.3%+19.1pp |
| Annual return | 31.88% | 19.99%+11.9pp | 54.65%-22.8pp | 318.53%-286.7pp |
| Employer contribution / active EE | $2,516 | $2,043+23.1% | $2,731-7.9% | $2,565-1.9% |
| Participant deferral / active EE | $6,842 | $3,641+87.9% | $4,487+52.5% | $3,952+73.1% |
| Admin fee / account holder | $3,428 | $8,188-58.1% | $7,964-57.0% | $6,260-45.2% |