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 | $72,884 | $149,040-51.1% | $120,225-39.4% | $137,256-46.9% |
| Participation rate | 91.7% | 75.4%+16.2pp | 69.6%+22.1pp | 80.0%+11.7pp |
| Annual return | 18.92% | 605.68%-586.8pp | 439.23%-420.3pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,210 | $4,350-49.2% | $3,475-36.4% | $4,156-46.8% |
| Participant deferral / active EE | $8,903 | $4,655+91.3% | $3,999+122.6% | $6,407+39.0% |
| Admin fee / account holder | $7,559 | $6,348+19.1% | $5,696+32.7% | $12,270-38.4% |