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 | $43,367 | $150,440-71.2% | $136,294-68.2% | $147,584-70.6% |
| Participation rate | 70.6% | 84.4%-13.8pp | 81.9%-11.3pp | 82.8%-12.2pp |
| Annual return | 20.21% | 1049.08%-1028.9pp | 5155.94%-5135.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $6,462 | $5,256+22.9% | $4,695+37.6% | $4,876+32.5% |
| Participant deferral / active EE | $26,291 | $6,630+296.5% | $6,247+320.9% | $5,439+383.4% |
| Admin fee / account holder | $14,719 | $10,905+35.0% | $9,243+59.2% | $10,885+35.2% |