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 | $78,581 | $228,332-65.6% | $185,823-57.7% | $158,922-50.6% |
| Participation rate | 86.7% | 82.3%+4.4pp | 78.0%+8.6pp | 82.0%+4.7pp |
| Annual return | 7.00% | 40.80%-33.8pp | 35.95%-28.9pp | 302.83%-295.8pp |
| Employer contribution / active EE | $2,304 | $4,967-53.6% | $4,087-43.6% | $4,761-51.6% |
| Participant deferral / active EE | $2,442 | $6,415-61.9% | $5,632-56.6% | $5,982-59.2% |
| Admin fee / account holder | $5,138 | $11,864-56.7% | $9,500-45.9% | $11,246-54.3% |