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 | $40,628 | $90,600-55.2% | $79,464-48.9% | $135,375-70.0% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | 8200.11% | 977.43%+7222.7pp | 718.14%+7482.0pp | 519.73%+7680.4pp |
| Employer contribution / active EE | $3,473 | $3,068+13.2% | $2,800+24.0% | $4,779-27.3% |
| Participant deferral / active EE | $5,329 | $4,050+31.6% | $3,704+43.9% | $5,609-5.0% |
| Admin fee / account holder | $336 | $5,907-94.3% | $5,113-93.4% | $10,827-96.9% |