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 | $70,533 | $165,912-57.5% | $122,332-42.3% | $147,584-52.2% |
| Participation rate | 73.7% | 79.6%-5.9pp | 71.6%+2.1pp | 82.8%-9.1pp |
| Annual return | 13.51% | 34.55%-21.0pp | 30.27%-16.8pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,927 | $5,754-66.5% | $4,050-52.4% | $4,876-60.5% |
| Participant deferral / active EE | $3,811 | $4,005-4.9% | $3,287+15.9% | $5,439-29.9% |
| Admin fee / account holder | $2,940 | $7,424-60.4% | $5,478-46.3% | $10,885-73.0% |