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 | $68,191 | $84,233-19.0% | $170,442-60.0% | $70,131-2.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 21.32% | 23.06%-1.7pp | 205.93%-184.6pp | 73.14%-51.8pp |
| Employer contribution / active EE | $4,916 | $3,387+45.2% | $5,433-9.5% | $2,342+109.9% |
| Participant deferral / active EE | $3,213 | $3,086+4.1% | $4,939-35.0% | $3,332-3.6% |
| Admin fee / account holder | $998 | $5,698-82.5% | $13,880-92.8% | $4,645-78.5% |