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 | $69,019 | $150,440-54.1% | $136,294-49.4% | $147,584-53.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.78% | 1049.08%-1035.3pp | 5155.94%-5142.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,993 | $5,256-62.1% | $4,695-57.6% | $4,876-59.1% |
| Participant deferral / active EE | $8,836 | $6,630+33.3% | $6,247+41.4% | $5,439+62.5% |
| Admin fee / account holder | $7,189 | $10,905-34.1% | $9,243-22.2% | $10,885-34.0% |