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 | $66,785 | $154,117-56.7% | $129,995-48.6% | $139,434-52.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.54% | 32.48%-18.9pp | -137.18%+150.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $7,856 | $5,289+48.5% | $4,320+81.9% | $4,751+65.4% |
| Participant deferral / active EE | $10,404 | $6,710+55.1% | $5,820+78.8% | $6,710+55.0% |
| Admin fee / account holder | $8,781 | $14,007-37.3% | $10,614-17.3% | $11,403-23.0% |