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 | $79,791 | $150,440-47.0% | $136,294-41.5% | $147,584-45.9% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 16.52% | 1049.08%-1032.6pp | 5155.94%-5139.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,233 | $5,256-76.5% | $4,695-73.7% | $4,876-74.7% |
| Participant deferral / active EE | $2,516 | $6,630-62.0% | $6,247-59.7% | $5,439-53.7% |
| Admin fee / account holder | $1,158 | $10,905-89.4% | $9,243-87.5% | $10,885-89.4% |