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 | $88,012 | $99,020-11.1% | $86,590+1.6% | $147,584-40.4% |
| Participation rate | 82.4% | 76.3%+6.0pp | 73.5%+8.8pp | 82.8%-0.5pp |
| Annual return | 24.80% | 1312.34%-1287.5pp | 964.84%-940.0pp | 578.55%-553.7pp |
| Employer contribution / active EE | $6,411 | $3,132+104.7% | $2,839+125.8% | $4,876+31.5% |
| Participant deferral / active EE | $6,519 | $3,972+64.1% | $3,609+80.6% | $5,439+19.9% |
| Admin fee / account holder | $530 | $5,710-90.7% | $4,906-89.2% | $10,885-95.1% |