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 | $59,918 | $150,440-60.2% | $136,294-56.0% | $147,584-59.4% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 15.01% | 1049.08%-1034.1pp | 5155.94%-5140.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $1,869 | $5,256-64.4% | $4,695-60.2% | $4,876-61.7% |
| Participant deferral / active EE | $8,078 | $6,630+21.8% | $6,247+29.3% | $5,439+48.5% |
| Admin fee / account holder | $8,158 | $10,905-25.2% | $9,243-11.7% | $10,885-25.1% |