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 | $34,760 | $100,852-65.5% | $90,404-61.6% | $158,922-78.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 19.75% | 1724.20%-1704.4pp | 1293.02%-1273.3pp | 302.83%-283.1pp |
| Employer contribution / active EE | $2,455 | $3,689-33.4% | $3,262-24.7% | $4,761-48.4% |
| Participant deferral / active EE | $7,313 | $4,348+68.2% | $3,963+84.5% | $5,982+22.2% |
| Admin fee / account holder | $1,025 | $6,501-84.2% | $5,611-81.7% | $11,246-90.9% |