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 | $67,945 | $150,440-54.8% | $136,294-50.1% | $147,584-54.0% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 15.79% | 1049.08%-1033.3pp | 5155.94%-5140.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,010 | $5,256-61.8% | $4,695-57.2% | $4,876-58.8% |
| Participant deferral / active EE | $2,721 | $6,630-59.0% | $6,247-56.4% | $5,439-50.0% |
| Admin fee / account holder | $2,821 | $10,905-74.1% | $9,243-69.5% | $10,885-74.1% |