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 | $55,178 | $150,440-63.3% | $136,294-59.5% | $147,584-62.6% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 18.80% | 1049.08%-1030.3pp | 5155.94%-5137.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $2,495 | $5,256-52.5% | $4,695-46.9% | $4,876-48.8% |
| Participant deferral / active EE | $7,056 | $6,630+6.4% | $6,247+12.9% | $5,439+29.7% |
| Admin fee / account holder | $6,463 | $10,905-40.7% | $9,243-30.1% | $10,885-40.6% |