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 | $54,633 | $165,335-67.0% | $149,696-63.5% | $158,922-65.6% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 17.51% | 348.15%-330.6pp | 276.60%-259.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,543 | $5,103-69.8% | $4,644-66.8% | $4,761-67.6% |
| Participant deferral / active EE | $7,077 | $7,181-1.5% | $6,842+3.4% | $5,982+18.3% |
| Admin fee / account holder | $14,980 | $10,807+38.6% | $9,309+60.9% | $11,246+33.2% |