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 7-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 | $64,109 | $138,044-53.6% | $125,339-48.9% | $134,475-52.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | 2.02% | 750.33%-748.3pp | 572.05%-570.0pp | 417.96%-415.9pp |
| Employer contribution / active EE | $2,365 | $5,243-54.9% | $4,814-50.9% | $4,740-50.1% |
| Participant deferral / active EE | $9,236 | $7,799+18.4% | $7,446+24.0% | $6,400+44.3% |
| Admin fee / account holder | $698 | $11,571-94.0% | $10,010-93.0% | $11,426-93.9% |