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 | $60,116 | $171,865-65.0% | $149,718-59.8% | $147,584-59.3% |
| Participation rate | 76.5% | 88.2%-11.7pp | 87.1%-10.6pp | 82.8%-6.4pp |
| Annual return | 17.44% | 2113.22%-2095.8pp | 1501.63%-1484.2pp | 578.55%-561.1pp |
| Employer contribution / active EE | $4,221 | $6,275-32.7% | $5,445-22.5% | $4,876-13.4% |
| Participant deferral / active EE | $9,559 | $7,271+31.5% | $6,569+45.5% | $5,439+75.8% |
| Admin fee / account holder | $7,922 | $13,799-42.6% | $11,283-29.8% | $10,885-27.2% |