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 | $60,539 | $150,440-59.8% | $136,294-55.6% | $147,584-59.0% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 10.61% | 1049.08%-1038.5pp | 5155.94%-5145.3pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,282 | $5,256-75.6% | $4,695-72.7% | $4,876-73.7% |
| Participant deferral / active EE | $4,218 | $6,630-36.4% | $6,247-32.5% | $5,439-22.4% |
| Admin fee / account holder | $652 | $10,905-94.0% | $9,243-92.9% | $10,885-94.0% |