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 | $31,351 | $150,440-79.2% | $136,294-77.0% | $147,584-78.8% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 17.08% | 1049.08%-1032.0pp | 5155.94%-5138.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,872 | $5,256-64.4% | $4,695-60.1% | $4,876-61.6% |
| Participant deferral / active EE | $2,155 | $6,630-67.5% | $6,247-65.5% | $5,439-60.4% |
| Admin fee / account holder | $984 | $10,905-91.0% | $9,243-89.4% | $10,885-91.0% |