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 | $55,750 | $171,865-67.6% | $149,718-62.8% | $147,584-62.2% |
| Participation rate | 76.9% | 88.2%-11.3pp | 87.1%-10.1pp | 82.8%-5.9pp |
| Annual return | 15.02% | 2113.22%-2098.2pp | 1501.63%-1486.6pp | 578.55%-563.5pp |
| Employer contribution / active EE | $1,615 | $6,275-74.3% | $5,445-70.3% | $4,876-66.9% |
| Participant deferral / active EE | $8,595 | $7,271+18.2% | $6,569+30.8% | $5,439+58.0% |
| Admin fee / account holder | $4,833 | $13,799-65.0% | $11,283-57.2% | $10,885-55.6% |