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 9-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 | $34,659 | $209,411-83.4% | $178,490-80.6% | $158,922-78.2% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 29.41% | 188.75%-159.3pp | 151.07%-121.7pp | 302.83%-273.4pp |
| Employer contribution / active EE | $17,173 | $5,706+200.9% | $5,011+242.7% | $4,761+260.7% |
| Participant deferral / active EE | $7,800 | $5,954+31.0% | $5,202+50.0% | $5,982+30.4% |
| Admin fee / account holder | $974 | $17,074-94.3% | $13,984-93.0% | $11,246-91.3% |