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 | $78,424 | $202,318-61.2% | $172,739-54.6% | $152,861-48.7% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 17.48% | 1029.65%-1012.2pp | 802.84%-785.4pp | 345.32%-327.8pp |
| Employer contribution / active EE | $6,022 | $5,856+2.8% | $5,143+17.1% | $4,762+26.5% |
| Participant deferral / active EE | $6,641 | $5,948+11.7% | $5,198+27.8% | $5,850+13.5% |
| Admin fee / account holder | $25,682 | $17,109+50.1% | $13,954+84.0% | $11,596+121.5% |