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 5-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 | $17,696 | $138,044-87.2% | $125,339-85.9% | $134,475-86.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 10.03% | 750.33%-740.3pp | 572.05%-562.0pp | 417.96%-407.9pp |
| Employer contribution / active EE | $2,379 | $5,243-54.6% | $4,814-50.6% | $4,740-49.8% |
| Participant deferral / active EE | $6,290 | $7,799-19.3% | $7,446-15.5% | $6,400-1.7% |
| Admin fee / account holder | $1,592 | $11,571-86.2% | $10,010-84.1% | $11,426-86.1% |