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 | $73,948 | $160,055-53.8% | $140,016-47.2% | $135,375-45.4% |
| Participation rate | 91.3% | 88.5%+2.8pp | 87.5%+3.8pp | 82.6%+8.7pp |
| Annual return | 21.70% | 911.38%-889.7pp | 651.12%-629.4pp | 519.73%-498.0pp |
| Employer contribution / active EE | $2,847 | $6,420-55.6% | $5,606-49.2% | $4,779-40.4% |
| Participant deferral / active EE | $5,842 | $7,642-23.6% | $6,927-15.7% | $5,609+4.2% |
| Admin fee / account holder | $356 | $13,328-97.3% | $10,705-96.7% | $10,827-96.7% |