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 | $63,419 | $150,440-57.8% | $136,294-53.5% | $147,584-57.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.69% | 1049.08%-1037.4pp | 5155.94%-5144.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $5,594 | $5,256+6.4% | $4,695+19.1% | $4,876+14.7% |
| Participant deferral / active EE | $6,389 | $6,630-3.6% | $6,247+2.3% | $5,439+17.5% |
| Admin fee / account holder | $1,282 | $10,905-88.2% | $9,243-86.1% | $10,885-88.2% |