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 | $65,895 | $209,411-68.5% | $178,490-63.1% | $158,922-58.5% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 28.01% | 188.75%-160.7pp | 151.07%-123.1pp | 302.83%-274.8pp |
| Employer contribution / active EE | $6,527 | $5,706+14.4% | $5,011+30.3% | $4,761+37.1% |
| Participant deferral / active EE | $4,847 | $5,954-18.6% | $5,202-6.8% | $5,982-19.0% |
| Admin fee / account holder | $4,046 | $17,074-76.3% | $13,984-71.1% | $11,246-64.0% |