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 | $64,392 | $115,770-44.4% | $101,248-36.4% | $158,922-59.5% |
| Participation rate | 93.8% | 79.4%+14.4pp | 75.8%+17.9pp | 82.0%+11.8pp |
| Annual return | 13.54% | 56.14%-42.6pp | 46.47%-32.9pp | 302.83%-289.3pp |
| Employer contribution / active EE | $2,104 | $4,175-49.6% | $3,660-42.5% | $4,761-55.8% |
| Participant deferral / active EE | $4,206 | $4,957-15.2% | $4,370-3.8% | $5,982-29.7% |
| Admin fee / account holder | $1,009 | $7,245-86.1% | $5,945-83.0% | $11,246-91.0% |