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 | $56,205 | $157,256-64.3% | $141,162-60.2% | $152,861-63.2% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 35.04% | 64.32%-29.3pp | 71.39%-36.4pp | 345.32%-310.3pp |
| Employer contribution / active EE | $3,411 | $5,261-35.2% | $4,735-28.0% | $4,762-28.4% |
| Participant deferral / active EE | $12,791 | $7,109+79.9% | $6,709+90.7% | $5,850+118.6% |
| Admin fee / account holder | $2,338 | $12,120-80.7% | $10,261-77.2% | $11,596-79.8% |