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 | $50,146 | $169,032-70.3% | $129,207-61.2% | $145,922-65.6% |
| Participation rate | 88.2% | 76.4%+11.8pp | 69.6%+18.6pp | 80.3%+8.0pp |
| Annual return | 14.39% | 14330.11%-14315.7pp | 9417.33%-9402.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,469 | $5,537-55.4% | $4,153-40.6% | $4,660-47.0% |
| Participant deferral / active EE | $3,111 | $4,987-37.6% | $4,168-25.4% | $6,688-53.5% |
| Admin fee / account holder | $4,018 | $9,954-59.6% | $7,715-47.9% | $13,397-70.0% |