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 | $62,113 | $228,332-72.8% | $185,823-66.6% | $158,922-60.9% |
| Participation rate | 84.6% | 82.3%+2.3pp | 78.0%+6.6pp | 82.0%+2.7pp |
| Annual return | 15.58% | 40.80%-25.2pp | 35.95%-20.4pp | 302.83%-287.2pp |
| Employer contribution / active EE | $5,339 | $4,967+7.5% | $4,087+30.6% | $4,761+12.1% |
| Participant deferral / active EE | $6,610 | $6,415+3.0% | $5,632+17.4% | $5,982+10.5% |
| Admin fee / account holder | $12,675 | $11,864+6.8% | $9,500+33.4% | $11,246+12.7% |