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 | $62,652 | $101,069-38.0% | $81,478-23.1% | $147,584-57.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.89% | 32.40%-13.5pp | 38.78%-19.9pp | 578.55%-559.7pp |
| Employer contribution / active EE | $2,758 | $3,205-14.0% | $2,568+7.4% | $4,876-43.4% |
| Participant deferral / active EE | $24,272 | $4,242+472.2% | $3,537+586.3% | $5,439+346.3% |
| Admin fee / account holder | $1,836 | $5,812-68.4% | $4,561-59.7% | $10,885-83.1% |