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 5-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 | $22,873 | $114,047-79.9% | $96,139-76.2% | $167,490-86.3% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 18.38% | 189.88%-171.5pp | 191.94%-173.6pp | 478.56%-460.2pp |
| Employer contribution / active EE | $3,814 | $3,427+11.3% | $2,797+36.4% | $4,837-21.2% |
| Participant deferral / active EE | $4,946 | $5,194-4.8% | $4,349+13.7% | $6,341-22.0% |
| Admin fee / account holder | $381 | $6,897-94.5% | $5,537-93.1% | $12,309-96.9% |