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 | $42,578 | $150,440-71.7% | $136,294-68.8% | $147,584-71.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 21.13% | 1049.08%-1028.0pp | 5155.94%-5134.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $2,126 | $5,256-59.6% | $4,695-54.7% | $4,876-56.4% |
| Participant deferral / active EE | $7,425 | $6,630+12.0% | $6,247+18.9% | $5,439+36.5% |
| Admin fee / account holder | $312 | $10,905-97.1% | $9,243-96.6% | $10,885-97.1% |