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 | $43,407 | $150,440-71.1% | $136,294-68.2% | $147,584-70.6% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 37.28% | 1049.08%-1011.8pp | 5155.94%-5118.7pp | 578.55%-541.3pp |
| Employer contribution / active EE | $4,121 | $5,256-21.6% | $4,695-12.2% | $4,876-15.5% |
| Participant deferral / active EE | $7,212 | $6,630+8.8% | $6,247+15.5% | $5,439+32.6% |
| Admin fee / account holder | $2,901 | $10,905-73.4% | $9,243-68.6% | $10,885-73.3% |