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 | $72,089 | $88,751-18.8% | $81,812-11.9% | $145,922-50.6% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.3%+0.4pp | 80.3%-7.5pp |
| Annual return | 11.71% | 1025.40%-1013.7pp | 773.79%-762.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,636 | $3,083-46.9% | $2,912-43.8% | $4,660-64.9% |
| Participant deferral / active EE | $2,825 | $4,643-39.2% | $4,319-34.6% | $6,688-57.8% |
| Admin fee / account holder | $640 | $8,415-92.4% | $7,386-91.3% | $13,397-95.2% |