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 | $54,633 | $202,318-73.0% | $172,739-68.4% | $152,861-64.3% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 24.44% | 1029.65%-1005.2pp | 802.84%-778.4pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,261 | $5,856-78.5% | $5,143-75.5% | $4,762-73.5% |
| Participant deferral / active EE | $7,133 | $5,948+19.9% | $5,198+37.2% | $5,850+21.9% |
| Admin fee / account holder | $649 | $17,109-96.2% | $13,954-95.4% | $11,596-94.4% |