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 | $90,529 | $100,852-10.2% | $90,404+0.1% | $158,922-43.0% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.7%+0.7pp | 82.0%-8.6pp |
| Annual return | 31.07% | 1724.20%-1693.1pp | 1293.02%-1261.9pp | 302.83%-271.8pp |
| Employer contribution / active EE | $1,058 | $3,689-71.3% | $3,262-67.6% | $4,761-77.8% |
| Participant deferral / active EE | $1,669 | $4,348-61.6% | $3,963-57.9% | $5,982-72.1% |
| Admin fee / account holder | $19,604 | $6,501+201.6% | $5,611+249.4% | $11,246+74.3% |