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 | $59,179 | $165,335-64.2% | $149,696-60.5% | $158,922-62.8% |
| Participation rate | 86.4% | 84.6%+1.8pp | 82.5%+3.9pp | 82.0%+4.4pp |
| Annual return | 17.28% | 348.15%-330.9pp | 276.60%-259.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $4,301 | $5,103-15.7% | $4,644-7.4% | $4,761-9.7% |
| Participant deferral / active EE | $9,910 | $7,181+38.0% | $6,842+44.8% | $5,982+65.7% |
| Admin fee / account holder | $3,676 | $10,807-66.0% | $9,309-60.5% | $11,246-67.3% |