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 | $46,016 | $171,865-73.2% | $149,718-69.3% | $147,584-68.8% |
| Participation rate | 81.8% | 88.2%-6.4pp | 87.1%-5.3pp | 82.8%-1.0pp |
| Annual return | 17.00% | 2113.22%-2096.2pp | 1501.63%-1484.6pp | 578.55%-561.5pp |
| Employer contribution / active EE | $3,191 | $6,275-49.1% | $5,445-41.4% | $4,876-34.6% |
| Participant deferral / active EE | $7,511 | $7,271+3.3% | $6,569+14.3% | $5,439+38.1% |
| Admin fee / account holder | $1,900 | $13,799-86.2% | $11,283-83.2% | $10,885-82.5% |