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 | $59,417 | $183,963-67.7% | $162,163-63.4% | $152,861-61.1% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 23.53% | 150.76%-127.2pp | 115.59%-92.1pp | 345.32%-321.8pp |
| Employer contribution / active EE | $6,165 | $6,371-3.2% | $5,614+9.8% | $4,762+29.5% |
| Participant deferral / active EE | $12,113 | $8,034+50.8% | $7,298+66.0% | $5,850+107.1% |
| Admin fee / account holder | $503 | $13,121-96.2% | $10,843-95.4% | $11,596-95.7% |