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 | $81,522 | $138,065-41.0% | $123,544-34.0% | $135,375-39.8% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 1.87% | 153.68%-151.8pp | 119.20%-117.3pp | 519.73%-517.9pp |
| Employer contribution / active EE | $26,633 | $5,151+417.0% | $4,628+475.5% | $4,779+457.3% |
| Participant deferral / active EE | $7,590 | $6,799+11.6% | $6,426+18.1% | $5,609+35.3% |
| Admin fee / account holder | $109,629 | $10,916+904.3% | $9,284+1080.9% | $10,827+912.5% |