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 | $68,548 | $102,317-33.0% | $146,958-53.4% | $80,856-15.2% |
| Participation rate | 74.5% | 75.8%-1.3pp | 82.2%-7.6pp | 67.6%+6.9pp |
| Annual return | 12.77% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,874 | $3,713-22.6% | $4,933-41.7% | $2,755+4.3% |
| Participant deferral / active EE | $6,527 | $6,644-1.8% | $8,070-19.1% | $4,296+51.9% |
| Admin fee / account holder | $3,138 | $7,941-60.5% | $12,998-75.9% | $6,918-54.6% |