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 9-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 | $114,189 | $183,519-37.8% | $155,509-26.6% | $145,922-21.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 48.64% | 61.17%-12.5pp | 64.67%-16.0pp | 561.29%-512.6pp |
| Employer contribution / active EE | $1,428 | $5,313-73.1% | $4,672-69.4% | $4,660-69.4% |
| Participant deferral / active EE | $6,050 | $6,462-6.4% | $5,626+7.5% | $6,688-9.5% |
| Admin fee / account holder | $800 | $19,313-95.9% | $15,912-95.0% | $13,397-94.0% |