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 | $46,743 | $150,440-68.9% | $136,294-65.7% | $147,584-68.3% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 11.03% | 1049.08%-1038.1pp | 5155.94%-5144.9pp | 578.55%-567.5pp |
| Employer contribution / active EE | $7,094 | $5,256+35.0% | $4,695+51.1% | $4,876+45.5% |
| Participant deferral / active EE | $2,458 | $6,630-62.9% | $6,247-60.6% | $5,439-54.8% |
| Admin fee / account holder | $27,588 | $10,905+153.0% | $9,243+198.5% | $10,885+153.4% |