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 | $69,461 | $100,041-30.6% | $149,718-53.6% | $70,131-1.0% |
| Participation rate | 88.5% | 83.6%+4.9pp | 87.1%+1.4pp | 69.5%+18.9pp |
| Annual return | 16.57% | 27.43%-10.9pp | 1501.63%-1485.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $2,657 | $3,662-27.4% | $5,445-51.2% | $2,342+13.4% |
| Participant deferral / active EE | $2,595 | $4,983-47.9% | $6,569-60.5% | $3,332-22.1% |
| Admin fee / account holder | $837 | $8,286-89.9% | $11,283-92.6% | $4,645-82.0% |