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 | $63,732 | $74,888-14.9% | $71,209-10.5% | $142,382-55.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.54% | 345.14%-330.6pp | 282.51%-268.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,919 | $2,854+37.3% | $2,721+44.0% | $4,299-8.8% |
| Participant deferral / active EE | $5,710 | $4,454+28.2% | $4,175+36.8% | $6,507-12.3% |
| Admin fee / account holder | $2,265 | $5,568-59.3% | $5,349-57.6% | $12,624-82.1% |