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 | $105,570 | $150,440-29.8% | $136,294-22.5% | $147,584-28.5% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 14.09% | 1049.08%-1035.0pp | 5155.94%-5141.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,731 | $5,256-67.1% | $4,695-63.1% | $4,876-64.5% |
| Participant deferral / active EE | $4,087 | $6,630-38.4% | $6,247-34.6% | $5,439-24.9% |
| Admin fee / account holder | $6,629 | $10,905-39.2% | $9,243-28.3% | $10,885-39.1% |