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 | $33,679 | $150,440-77.6% | $136,294-75.3% | $147,584-77.2% |
| Participation rate | 95.2% | 84.4%+10.8pp | 81.9%+13.3pp | 82.8%+12.4pp |
| Annual return | 17.77% | 1049.08%-1031.3pp | 5155.94%-5138.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,652 | $5,256-68.6% | $4,695-64.8% | $4,876-66.1% |
| Participant deferral / active EE | $3,421 | $6,630-48.4% | $6,247-45.2% | $5,439-37.1% |
| Admin fee / account holder | $1,111 | $10,905-89.8% | $9,243-88.0% | $10,885-89.8% |