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 | $67,379 | $159,901-57.9% | $146,958-54.2% | $145,922-53.8% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 10.98% | 98.13%-87.2pp | 418.34%-407.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,289 | $5,286-56.7% | $4,933-53.6% | $4,660-50.9% |
| Participant deferral / active EE | $4,016 | $8,428-52.4% | $8,070-50.2% | $6,688-40.0% |
| Admin fee / account holder | $895 | $15,044-94.1% | $12,998-93.1% | $13,397-93.3% |