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 | $41,394 | $185,822-77.7% | $169,993-75.6% | $139,434-70.3% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 17.98% | 60.50%-42.5pp | 53.37%-35.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,535 | $7,590-66.6% | $6,785-62.6% | $4,751-46.6% |
| Participant deferral / active EE | $5,381 | $11,622-53.7% | $10,408-48.3% | $6,710-19.8% |
| Admin fee / account holder | $617 | $15,381-96.0% | $12,815-95.2% | $11,403-94.6% |