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 | $38,124 | $185,200-79.4% | $142,863-73.3% | $167,490-77.2% |
| Participation rate | 79.2% | 78.4%+0.7pp | 71.9%+7.2pp | 82.1%-2.9pp |
| Annual return | 11.47% | 8555.70%-8544.2pp | 5637.54%-5626.1pp | 478.56%-467.1pp |
| Employer contribution / active EE | $967 | $5,604-82.8% | $4,144-76.7% | $4,837-80.0% |
| Participant deferral / active EE | $1,930 | $4,494-57.0% | $3,837-49.7% | $6,341-69.6% |
| Admin fee / account holder | $312 | $8,031-96.1% | $6,560-95.2% | $12,309-97.5% |