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 | $65,135 | $99,079-34.3% | $77,999-16.5% | $273,961-76.2% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.5%+11.1pp | 83.0%+3.7pp |
| Annual return | 8.26% | 217.93%-209.7pp | 425.96%-417.7pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,271 | $3,308-31.3% | $2,470-8.0% | $4,869-53.3% |
| Participant deferral / active EE | $5,496 | $4,306+27.6% | $3,497+57.2% | $5,287+4.0% |
| Admin fee / account holder | $1,887 | $8,954-78.9% | $5,480-65.6% | $10,132-81.4% |