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 | $30,433 | $150,440-79.8% | $136,294-77.7% | $147,584-79.4% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 14.24% | 1049.08%-1034.8pp | 5155.94%-5141.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,980 | $5,256-62.3% | $4,695-57.8% | $4,876-59.4% |
| Participant deferral / active EE | $3,585 | $6,630-45.9% | $6,247-42.6% | $5,439-34.1% |
| Admin fee / account holder | $1,040 | $10,905-90.5% | $9,243-88.8% | $10,885-90.4% |