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 | $23,860 | $109,817-78.3% | $98,442-75.8% | $167,490-85.8% |
| Participation rate | 77.8% | 75.8%+2.0pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 16.37% | 1956.69%-1940.3pp | 1492.73%-1476.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $3,412 | $3,224+5.8% | $2,960+15.3% | $4,837-29.5% |
| Participant deferral / active EE | $5,546 | $4,673+18.7% | $4,276+29.7% | $6,341-12.5% |
| Admin fee / account holder | $2,149 | $6,753-68.2% | $5,949-63.9% | $12,309-82.5% |