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 | $72,190 | $226,064-68.1% | $182,532-60.5% | $152,861-52.8% |
| Participation rate | 95.7% | 82.5%+13.2pp | 78.0%+17.7pp | 82.4%+13.2pp |
| Annual return | 20.80% | 192.51%-171.7pp | 148.54%-127.7pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,828 | $4,978-63.3% | $4,076-55.1% | $4,762-61.6% |
| Participant deferral / active EE | $3,239 | $6,368-49.1% | $5,524-41.4% | $5,850-44.6% |
| Admin fee / account holder | $1,717 | $10,703-84.0% | $8,592-80.0% | $11,596-85.2% |