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 | $76,866 | $157,256-51.1% | $141,162-45.5% | $152,861-49.7% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 22.52% | 64.32%-41.8pp | 71.39%-48.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $6,732 | $5,261+28.0% | $4,735+42.2% | $4,762+41.4% |
| Participant deferral / active EE | $9,133 | $7,109+28.5% | $6,709+36.1% | $5,850+56.1% |
| Admin fee / account holder | $449 | $12,120-96.3% | $10,261-95.6% | $11,596-96.1% |