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 | $39,722 | $150,440-73.6% | $136,294-70.9% | $147,584-73.1% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 15.46% | 1049.08%-1033.6pp | 5155.94%-5140.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,413 | $5,256-54.1% | $4,695-48.6% | $4,876-50.5% |
| Participant deferral / active EE | $4,234 | $6,630-36.1% | $6,247-32.2% | $5,439-22.1% |
| Admin fee / account holder | $4,236 | $10,905-61.2% | $9,243-54.2% | $10,885-61.1% |