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 | $124,346 | $159,602-22.1% | $150,045-17.1% | $142,382-12.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 49.38% | 70.24%-20.9pp | 62.55%-13.2pp | 217.08%-167.7pp |
| Employer contribution / active EE | $3,796 | $4,961-23.5% | $4,693-19.1% | $4,299-11.7% |
| Participant deferral / active EE | $8,337 | $8,310+0.3% | $7,997+4.2% | $6,507+28.1% |
| Admin fee / account holder | $532 | $14,846-96.4% | $13,435-96.0% | $12,624-95.8% |