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 | $56,711 | $176,662-67.9% | $130,648-56.6% | $152,861-62.9% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.4%+5.1pp |
| Annual return | 18.79% | 2692.24%-2673.5pp | 1708.96%-1690.2pp | 345.32%-326.5pp |
| Employer contribution / active EE | $963 | $5,742-83.2% | $4,092-76.5% | $4,762-79.8% |
| Participant deferral / active EE | $1,796 | $4,361-58.8% | $3,603-50.1% | $5,850-69.3% |
| Admin fee / account holder | $12,089 | $7,133+69.5% | $5,464+121.2% | $11,596+4.2% |