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 | $65,850 | $81,632-19.3% | $70,449-6.5% | $158,922-58.6% |
| Participation rate | 94.7% | 77.7%+17.0pp | 75.1%+19.7pp | 82.0%+12.8pp |
| Annual return | 14.86% | 208.40%-193.5pp | 109.03%-94.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $3,408 | $3,217+5.9% | $2,737+24.6% | $4,761-28.4% |
| Participant deferral / active EE | $6,786 | $4,554+49.0% | $3,709+83.0% | $5,982+13.4% |
| Admin fee / account holder | $2,731 | $6,193-55.9% | $3,845-29.0% | $11,246-75.7% |