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 | $54,529 | $202,318-73.0% | $172,739-68.4% | $152,861-64.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 19.52% | 1029.65%-1010.1pp | 802.84%-783.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,707 | $5,856-70.9% | $5,143-66.8% | $4,762-64.2% |
| Participant deferral / active EE | $6,411 | $5,948+7.8% | $5,198+23.3% | $5,850+9.6% |
| Admin fee / account holder | $670 | $17,109-96.1% | $13,954-95.2% | $11,596-94.2% |