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 | $51,238 | $117,381-56.3% | $99,443-48.5% | $152,861-66.5% |
| Participation rate | 80.0% | 77.5%+2.5pp | 73.8%+6.2pp | 82.4%-2.4pp |
| Annual return | 21.49% | 31.87%-10.4pp | 30.72%-9.2pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,531 | $3,013-16.0% | $2,540-0.3% | $4,762-46.8% |
| Participant deferral / active EE | $3,549 | $4,086-13.1% | $3,619-1.9% | $5,850-39.3% |
| Admin fee / account holder | $1,313 | $7,631-82.8% | $6,250-79.0% | $11,596-88.7% |