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 | $74,332 | $100,852-26.3% | $90,404-17.8% | $158,922-53.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 6.04% | 1724.20%-1718.2pp | 1293.02%-1287.0pp | 302.83%-296.8pp |
| Employer contribution / active EE | $1,057 | $3,689-71.4% | $3,262-67.6% | $4,761-77.8% |
| Participant deferral / active EE | $1,222 | $4,348-71.9% | $3,963-69.2% | $5,982-79.6% |
| Admin fee / account holder | $729 | $6,501-88.8% | $5,611-87.0% | $11,246-93.5% |