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 | $38,591 | $105,859-63.5% | $90,160-57.2% | $147,584-73.9% |
| Participation rate | 78.6% | 79.7%-1.2pp | 76.9%+1.7pp | 82.8%-4.3pp |
| Annual return | 20.52% | 37.63%-17.1pp | 34.88%-14.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $3,058 | $4,126-25.9% | $3,318-7.8% | $4,876-37.3% |
| Participant deferral / active EE | $3,661 | $5,733-36.1% | $5,288-30.8% | $5,439-32.7% |
| Admin fee / account holder | $814 | $8,046-89.9% | $5,943-86.3% | $10,885-92.5% |