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 | $66,846 | $209,832-68.1% | $189,513-64.7% | $167,490-60.1% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 15.80% | 748.27%-732.5pp | 555.15%-539.4pp | 478.56%-462.8pp |
| Employer contribution / active EE | $5,217 | $6,914-24.5% | $6,162-15.3% | $4,837+7.8% |
| Participant deferral / active EE | $15,357 | $8,935+71.9% | $8,221+86.8% | $6,341+142.2% |
| Admin fee / account holder | $462 | $14,293-96.8% | $12,045-96.2% | $12,309-96.2% |