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 8-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 | $24,863 | $72,400-65.7% | $67,502-63.2% | $145,922-83.0% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 12.82% | 7182.46%-7169.6pp | 3512.12%-3499.3pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,067 | $3,069-65.3% | $2,731-60.9% | $4,660-77.1% |
| Participant deferral / active EE | $1,607 | $4,783-66.4% | $4,000-59.8% | $6,688-76.0% |
| Admin fee / account holder | $3,065 | $5,539-44.7% | $3,998-23.3% | $13,397-77.1% |