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 | $75,507 | $124,185-39.2% | $108,410-30.4% | $167,490-54.9% |
| Participation rate | 71.4% | 82.3%-10.9pp | 80.1%-8.7pp | 82.1%-10.7pp |
| Annual return | 18.14% | 1379.64%-1361.5pp | 905.27%-887.1pp | 478.56%-460.4pp |
| Employer contribution / active EE | $2,464 | $4,187-41.1% | $3,558-30.8% | $4,837-49.1% |
| Participant deferral / active EE | $8,585 | $6,908+24.3% | $6,563+30.8% | $6,341+35.4% |
| Admin fee / account holder | $1,115 | $9,455-88.2% | $7,295-84.7% | $12,309-90.9% |