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 | $60,949 | $157,256-61.2% | $141,162-56.8% | $152,861-60.1% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 21.18% | 64.32%-43.1pp | 71.39%-50.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $7,965 | $5,261+51.4% | $4,735+68.2% | $4,762+67.3% |
| Participant deferral / active EE | $7,444 | $7,109+4.7% | $6,709+11.0% | $5,850+27.2% |
| Admin fee / account holder | $2,197 | $12,120-81.9% | $10,261-78.6% | $11,596-81.1% |