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 | $33,410 | $226,064-85.2% | $182,532-81.7% | $152,861-78.1% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 26.85% | 192.51%-165.7pp | 148.54%-121.7pp | 345.32%-318.5pp |
| Employer contribution / active EE | $2,319 | $4,978-53.4% | $4,076-43.1% | $4,762-51.3% |
| Participant deferral / active EE | $7,769 | $6,368+22.0% | $5,524+40.6% | $5,850+32.8% |
| Admin fee / account holder | $4,085 | $10,703-61.8% | $8,592-52.5% | $11,596-64.8% |