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 | $61,059 | $150,440-59.4% | $136,294-55.2% | $147,584-58.6% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 31.12% | 1049.08%-1018.0pp | 5155.94%-5124.8pp | 578.55%-547.4pp |
| Employer contribution / active EE | $2,247 | $5,256-57.3% | $4,695-52.2% | $4,876-53.9% |
| Participant deferral / active EE | $10,375 | $6,630+56.5% | $6,247+66.1% | $5,439+90.8% |
| Admin fee / account holder | $2,812 | $10,905-74.2% | $9,243-69.6% | $10,885-74.2% |