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 | $61,207 | $77,899-21.4% | $149,673-59.1% | $75,163-18.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 49.80% | 31.72%+18.1pp | 134.42%-84.6pp | 160.62%-110.8pp |
| Employer contribution / active EE | $3,706 | $3,137+18.1% | $4,818-23.1% | $2,670+38.8% |
| Participant deferral / active EE | $6,606 | $3,411+93.7% | $5,680+16.3% | $4,125+60.1% |
| Admin fee / account holder | $604 | $5,956-89.9% | $13,210-95.4% | $5,651-89.3% |