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 7-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 | $78,245 | $185,200-57.8% | $142,863-45.2% | $167,490-53.3% |
| Participation rate | 83.3% | 78.4%+4.9pp | 71.9%+11.4pp | 82.1%+1.2pp |
| Annual return | 17.99% | 8555.70%-8537.7pp | 5637.54%-5619.6pp | 478.56%-460.6pp |
| Employer contribution / active EE | $2,905 | $5,604-48.2% | $4,144-29.9% | $4,837-39.9% |
| Participant deferral / active EE | $4,307 | $4,494-4.2% | $3,837+12.2% | $6,341-32.1% |
| Admin fee / account holder | $1,477 | $8,031-81.6% | $6,560-77.5% | $12,309-88.0% |