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 | $75,837 | $109,817-30.9% | $98,442-23.0% | $167,490-54.7% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 12.43% | 1956.69%-1944.3pp | 1492.73%-1480.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $3,110 | $3,224-3.5% | $2,960+5.1% | $4,837-35.7% |
| Participant deferral / active EE | $7,749 | $4,673+65.8% | $4,276+81.2% | $6,341+22.2% |
| Admin fee / account holder | $14,502 | $6,753+114.8% | $5,949+143.8% | $12,309+17.8% |