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 | $77,125 | $202,318-61.9% | $172,739-55.4% | $152,861-49.5% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.4%-5.5pp |
| Annual return | 17.59% | 1029.65%-1012.1pp | 802.84%-785.3pp | 345.32%-327.7pp |
| Employer contribution / active EE | $7,101 | $5,856+21.3% | $5,143+38.1% | $4,762+49.1% |
| Participant deferral / active EE | $3,279 | $5,948-44.9% | $5,198-36.9% | $5,850-43.9% |
| Admin fee / account holder | $575 | $17,109-96.6% | $13,954-95.9% | $11,596-95.0% |