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 | $50,877 | $107,334-52.6% | $92,893-45.2% | $152,861-66.7% |
| Participation rate | 76.5% | 79.8%-3.3pp | 76.0%+0.5pp | 82.4%-6.0pp |
| Annual return | 17.62% | 145.58%-128.0pp | 109.41%-91.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $2,142 | $4,221-49.3% | $3,653-41.4% | $4,762-55.0% |
| Participant deferral / active EE | $4,499 | $4,845-7.1% | $4,236+6.2% | $5,850-23.1% |
| Admin fee / account holder | $588 | $7,079-91.7% | $5,794-89.9% | $11,596-94.9% |