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 | $73,003 | $198,466-63.2% | $170,442-57.2% | $147,584-50.5% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 17.27% | 257.29%-240.0pp | 205.93%-188.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,152 | $6,184-65.2% | $5,433-60.4% | $4,876-55.9% |
| Participant deferral / active EE | $5,682 | $5,629+0.9% | $4,939+15.0% | $5,439+4.5% |
| Admin fee / account holder | $617 | $16,852-96.3% | $13,880-95.6% | $10,885-94.3% |