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 | $120,914 | $202,318-40.2% | $172,739-30.0% | $152,861-20.9% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 24.72% | 1029.65%-1004.9pp | 802.84%-778.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,784 | $5,856-52.5% | $5,143-45.9% | $4,762-41.5% |
| Participant deferral / active EE | $6,710 | $5,948+12.8% | $5,198+29.1% | $5,850+14.7% |
| Admin fee / account holder | $700 | $17,109-95.9% | $13,954-95.0% | $11,596-94.0% |