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 | $38,828 | $100,852-61.5% | $90,404-57.1% | $158,922-75.6% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 19.86% | 1724.20%-1704.3pp | 1293.02%-1273.2pp | 302.83%-283.0pp |
| Employer contribution / active EE | $3,866 | $3,689+4.8% | $3,262+18.5% | $4,761-18.8% |
| Participant deferral / active EE | $5,209 | $4,348+19.8% | $3,963+31.4% | $5,982-12.9% |
| Admin fee / account holder | $3,393 | $6,501-47.8% | $5,611-39.5% | $11,246-69.8% |