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 | $34,244 | $115,770-70.4% | $101,248-66.2% | $158,922-78.5% |
| Participation rate | 94.1% | 79.4%+14.8pp | 75.8%+18.3pp | 82.0%+12.2pp |
| Annual return | 30.34% | 56.14%-25.8pp | 46.47%-16.1pp | 302.83%-272.5pp |
| Employer contribution / active EE | $2,862 | $4,175-31.4% | $3,660-21.8% | $4,761-39.9% |
| Participant deferral / active EE | $5,676 | $4,957+14.5% | $4,370+29.9% | $5,982-5.1% |
| Admin fee / account holder | $1,209 | $7,245-83.3% | $5,945-79.7% | $11,246-89.2% |