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 | $87,480 | $150,440-41.9% | $136,294-35.8% | $147,584-40.7% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 18.28% | 1049.08%-1030.8pp | 5155.94%-5137.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,736 | $5,256-48.0% | $4,695-41.7% | $4,876-43.9% |
| Participant deferral / active EE | $4,733 | $6,630-28.6% | $6,247-24.2% | $5,439-13.0% |
| Admin fee / account holder | $6,308 | $10,905-42.2% | $9,243-31.8% | $10,885-42.0% |