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 | $74,665 | $68,097+9.6% | $62,929+18.6% | $137,256-45.6% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.0%+7.5pp |
| Annual return | 14.08% | 1859.11%-1845.0pp | 1063.93%-1049.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,355 | $2,811+19.3% | $2,505+33.9% | $4,156-19.3% |
| Participant deferral / active EE | $6,100 | $4,553+34.0% | $3,888+56.9% | $6,407-4.8% |
| Admin fee / account holder | $11,991 | $6,521+83.9% | $5,065+136.8% | $12,270-2.3% |