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 | $68,467 | $148,534-53.9% | $135,903-49.6% | $139,434-50.9% |
| Participation rate | 82.6% | 83.9%-1.2pp | 81.9%+0.7pp | 80.3%+2.3pp |
| Annual return | 22.16% | 79.19%-57.0pp | 68.23%-46.1pp | 372.94%-350.8pp |
| Employer contribution / active EE | $3,496 | $5,243-33.3% | $4,856-28.0% | $4,751-26.4% |
| Participant deferral / active EE | $9,315 | $8,100+15.0% | $7,758+20.1% | $6,710+38.8% |
| Admin fee / account holder | $8,650 | $12,400-30.2% | $10,762-19.6% | $11,403-24.1% |