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 | $53,173 | $105,931-49.8% | $81,930-35.1% | $158,922-66.5% |
| Participation rate | 82.4% | 75.6%+6.7pp | 72.0%+10.4pp | 82.0%+0.4pp |
| Annual return | 15.31% | 38.17%-22.9pp | 29.49%-14.2pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,325 | $7,800-70.2% | $4,310-46.1% | $4,761-51.2% |
| Participant deferral / active EE | $5,078 | $13,003-61.0% | $7,107-28.6% | $5,982-15.1% |
| Admin fee / account holder | $12,140 | $8,489+43.0% | $5,158+135.4% | $11,246+8.0% |