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 | $30,614 | $100,852-69.6% | $90,404-66.1% | $158,922-80.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 15.08% | 1724.20%-1709.1pp | 1293.02%-1277.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,871 | $3,689-49.3% | $3,262-42.6% | $4,761-60.7% |
| Participant deferral / active EE | $3,175 | $4,348-27.0% | $3,963-19.9% | $5,982-46.9% |
| Admin fee / account holder | $61,220 | $6,501+841.7% | $5,611+991.1% | $11,246+444.4% |