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 | $32,519 | $150,440-78.4% | $136,294-76.1% | $147,584-78.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 11.31% | 1049.08%-1037.8pp | 5155.94%-5144.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,689 | $5,256-67.9% | $4,695-64.0% | $4,876-65.4% |
| Participant deferral / active EE | $4,863 | $6,630-26.7% | $6,247-22.2% | $5,439-10.6% |
| Admin fee / account holder | $16,852 | $10,905+54.5% | $9,243+82.3% | $10,885+54.8% |