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 | $39,087 | $65,561-40.4% | $86,188-54.6% | $75,163-48.0% |
| Participation rate | 95.6% | 60.5%+35.1pp | 69.0%+26.6pp | 67.2%+28.4pp |
| Annual return | 15.39% | 46.05%-30.7pp | 1168.45%-1153.1pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,940 | $1,553+89.4% | $2,380+23.5% | $2,670+10.1% |
| Participant deferral / active EE | $6,498 | $3,024+114.9% | $3,985+63.0% | $4,125+57.5% |
| Admin fee / account holder | $975 | $5,474-82.2% | $6,852-85.8% | $5,651-82.7% |