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 | $78,718 | $135,635-42.0% | $110,238-28.6% | $135,375-41.9% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | 7.46% | 513.19%-505.7pp | 314.74%-307.3pp | 519.73%-512.3pp |
| Employer contribution / active EE | $3,111 | $4,906-36.6% | $3,826-18.7% | $4,779-34.9% |
| Participant deferral / active EE | $4,761 | $5,506-13.5% | $4,672+1.9% | $5,609-15.1% |
| Admin fee / account holder | $7,573 | $11,457-33.9% | $8,547-11.4% | $10,827-30.1% |