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 | $54,511 | $177,572-69.3% | $154,803-64.8% | $142,382-61.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.50% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,480 | $4,810-69.2% | $4,305-65.6% | $4,299-65.6% |
| Participant deferral / active EE | $3,070 | $6,272-51.0% | $5,540-44.6% | $6,507-52.8% |
| Admin fee / account holder | $6,814 | $16,786-59.4% | $14,329-52.4% | $12,624-46.0% |