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 | $73,170 | $150,440-51.4% | $136,294-46.3% | $147,584-50.4% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 16.01% | 1049.08%-1033.1pp | 5155.94%-5139.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,630 | $5,256-69.0% | $4,695-65.3% | $4,876-66.6% |
| Participant deferral / active EE | $5,519 | $6,630-16.8% | $6,247-11.7% | $5,439+1.5% |
| Admin fee / account holder | $515 | $10,905-95.3% | $9,243-94.4% | $10,885-95.3% |