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 | $37,897 | $171,865-77.9% | $149,718-74.7% | $147,584-74.3% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 21.00% | 2113.22%-2092.2pp | 1501.63%-1480.6pp | 578.55%-557.5pp |
| Employer contribution / active EE | $2,542 | $6,275-59.5% | $5,445-53.3% | $4,876-47.9% |
| Participant deferral / active EE | $6,617 | $7,271-9.0% | $6,569+0.7% | $5,439+21.7% |
| Admin fee / account holder | $29,841 | $13,799+116.2% | $11,283+164.5% | $10,885+174.1% |