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 | $62,558 | $88,710-29.5% | $81,783-23.5% | $145,959-57.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 15.49% | 1027.26%-1011.8pp | 775.05%-759.6pp | 561.95%-546.5pp |
| Employer contribution / active EE | $3,139 | $3,083+1.8% | $2,913+7.8% | $4,661-32.7% |
| Participant deferral / active EE | $7,728 | $4,645+66.4% | $4,320+78.9% | $6,689+15.5% |
| Admin fee / account holder | $3,238 | $8,407-61.5% | $7,380-56.1% | $13,398-75.8% |