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 | $49,625 | $176,662-71.9% | $130,648-62.0% | $152,861-67.5% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.4%+5.1pp |
| Annual return | 21.70% | 2692.24%-2670.5pp | 1708.96%-1687.3pp | 345.32%-323.6pp |
| Employer contribution / active EE | $5,107 | $5,742-11.1% | $4,092+24.8% | $4,762+7.2% |
| Participant deferral / active EE | $7,776 | $4,361+78.3% | $3,603+115.8% | $5,850+32.9% |
| Admin fee / account holder | $2,663 | $7,133-62.7% | $5,464-51.3% | $11,596-77.0% |