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 | $67,476 | $138,065-51.1% | $123,544-45.4% | $135,375-50.2% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 6.67% | 153.68%-147.0pp | 119.20%-112.5pp | 519.73%-513.1pp |
| Employer contribution / active EE | $1,782 | $5,151-65.4% | $4,628-61.5% | $4,779-62.7% |
| Participant deferral / active EE | $2,600 | $6,799-61.8% | $6,426-59.5% | $5,609-53.7% |
| Admin fee / account holder | $2,517 | $10,916-76.9% | $9,284-72.9% | $10,827-76.8% |