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 | $43,831 | $100,852-56.5% | $90,404-51.5% | $158,922-72.4% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 13.88% | 1724.20%-1710.3pp | 1293.02%-1279.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,689 | $3,689-54.2% | $3,262-48.2% | $4,761-64.5% |
| Participant deferral / active EE | $4,323 | $4,348-0.6% | $3,963+9.1% | $5,982-27.7% |
| Admin fee / account holder | $337 | $6,501-94.8% | $5,611-94.0% | $11,246-97.0% |