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 8-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 | $53,308 | $159,901-66.7% | $146,958-63.7% | $145,922-63.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 12.88% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $4,444 | $5,286-15.9% | $4,933-9.9% | $4,660-4.6% |
| Participant deferral / active EE | $7,848 | $8,428-6.9% | $8,070-2.7% | $6,688+17.3% |
| Admin fee / account holder | $434 | $15,044-97.1% | $12,998-96.7% | $13,397-96.8% |