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 | $71,566 | $217,402-67.1% | $185,823-61.5% | $167,490-57.3% |
| Participation rate | 86.7% | 86.0%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 9.26% | 148.36%-139.1pp | 122.05%-112.8pp | 478.56%-469.3pp |
| Employer contribution / active EE | $1,290 | $5,873-78.0% | $5,167-75.0% | $4,837-73.3% |
| Participant deferral / active EE | $6,517 | $6,356+2.5% | $5,568+17.0% | $6,341+2.8% |
| Admin fee / account holder | $2,691 | $19,811-86.4% | $16,237-83.4% | $12,309-78.1% |