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 | $72,828 | $150,440-51.6% | $136,294-46.6% | $147,584-50.7% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 14.35% | 1049.08%-1034.7pp | 5155.94%-5141.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $3,754 | $5,256-28.6% | $4,695-20.0% | $4,876-23.0% |
| Participant deferral / active EE | $8,185 | $6,630+23.4% | $6,247+31.0% | $5,439+50.5% |
| Admin fee / account holder | $5,276 | $10,905-51.6% | $9,243-42.9% | $10,885-51.5% |