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 | $94,779 | $150,440-37.0% | $136,294-30.5% | $147,584-35.8% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 12.78% | 1049.08%-1036.3pp | 5155.94%-5143.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $3,293 | $5,256-37.3% | $4,695-29.9% | $4,876-32.5% |
| Participant deferral / active EE | $5,332 | $6,630-19.6% | $6,247-14.6% | $5,439-2.0% |
| Admin fee / account holder | $45,857 | $10,905+320.5% | $9,243+396.1% | $10,885+321.3% |