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 | $52,615 | $202,318-74.0% | $172,739-69.5% | $152,861-65.6% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.4%+12.3pp |
| Annual return | 21.53% | 1029.65%-1008.1pp | 802.84%-781.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,954 | $5,856-49.5% | $5,143-42.6% | $4,762-38.0% |
| Participant deferral / active EE | $6,142 | $5,948+3.3% | $5,198+18.2% | $5,850+5.0% |
| Admin fee / account holder | $1,242 | $17,109-92.7% | $13,954-91.1% | $11,596-89.3% |