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 | $62,552 | $155,788-59.8% | $124,672-49.8% | $167,490-62.7% |
| Participation rate | 78.6% | 81.1%-2.5pp | 74.6%+4.0pp | 82.1%-3.5pp |
| Annual return | 18.78% | 17.97%+0.8pp | 5142.93%-5124.2pp | 478.56%-459.8pp |
| Employer contribution / active EE | $6,013 | $4,163+44.4% | $3,324+80.9% | $4,837+24.3% |
| Participant deferral / active EE | $6,297 | $5,673+11.0% | $4,614+36.5% | $6,341-0.7% |
| Admin fee / account holder | $302 | $9,531-96.8% | $7,493-96.0% | $12,309-97.5% |