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 7-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 | $41,965 | $159,934-73.8% | $147,005-71.5% | $145,959-71.2% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 18.42% | 98.24%-79.8pp | 418.76%-400.3pp | 561.95%-543.5pp |
| Employer contribution / active EE | $8,512 | $5,287+61.0% | $4,934+72.5% | $4,661+82.6% |
| Participant deferral / active EE | $5,857 | $8,427-30.5% | $8,070-27.4% | $6,689-12.4% |
| Admin fee / account holder | $409 | $15,053-97.3% | $13,006-96.9% | $13,398-96.9% |