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 | $64,361 | $56,199+14.5% | $67,652-4.9% | $59,632+7.9% |
| Participation rate | 73.7% | 71.5%+2.2pp | 75.7%-2.0pp | 68.7%+5.0pp |
| Annual return | 3.92% | 18505.31%-18501.4pp | 6625.04%-6621.1pp | 2041.28%-2037.4pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,764 | $2,844+102.7% | $3,560+61.9% | $3,192+80.6% |
| Admin fee / account holder | $2,490 | $3,958-37.1% | $4,821-48.3% | $4,297-42.0% |