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 | $98,187 | $150,440-34.7% | $136,294-28.0% | $147,584-33.5% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 18.58% | 1049.08%-1030.5pp | 5155.94%-5137.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $2,918 | $5,256-44.5% | $4,695-37.8% | $4,876-40.2% |
| Participant deferral / active EE | $4,772 | $6,630-28.0% | $6,247-23.6% | $5,439-12.3% |
| Admin fee / account holder | $17,464 | $10,905+60.1% | $9,243+88.9% | $10,885+60.4% |