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 | $33,763 | $121,625-72.2% | $104,607-67.7% | $158,922-78.8% |
| Participation rate | 71.4% | 77.5%-6.1pp | 74.1%-2.7pp | 82.0%-10.5pp |
| Annual return | 14.81% | 465.26%-450.5pp | 340.46%-325.7pp | 302.83%-288.0pp |
| Employer contribution / active EE | $3,194 | $3,163+1.0% | $2,681+19.2% | $4,761-32.9% |
| Participant deferral / active EE | $4,149 | $4,177-0.7% | $3,740+10.9% | $5,982-30.7% |
| Admin fee / account holder | $18,443 | $7,787+136.9% | $6,473+184.9% | $11,246+64.0% |