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 9-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 | $76,483 | $56,199+36.1% | $67,652+13.1% | $59,632+28.3% |
| Participation rate | 98.5% | 71.5%+27.0pp | 75.7%+22.8pp | 68.7%+29.8pp |
| Annual return | 1.60% | 18505.31%-18503.7pp | 6625.04%-6623.4pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $3,439 | $1,614+113.0% | $2,266+51.8% | $2,203+56.1% |
| Participant deferral / active EE | $4,741 | $2,844+66.7% | $3,560+33.2% | $3,192+48.5% |
| Admin fee / account holder | $13,106 | $3,958+231.1% | $4,821+171.9% | $4,297+205.0% |