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 | $159,275 | $101,317+57.2% | $146,958+8.4% | $74,495+113.8% |
| Participation rate | 73.0% | 75.5%-2.5pp | 82.2%-9.2pp | 67.2%+5.8pp |
| Annual return | 14.22% | 8730.91%-8716.7pp | 418.34%-404.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $3,196 | $3,810-16.1% | $4,933-35.2% | $2,623+21.8% |
| Participant deferral / active EE | $10,978 | $7,303+50.3% | $8,070+36.0% | $4,346+152.6% |
| Admin fee / account holder | $30,909 | $1,739+1677.5% | $12,998+137.8% | $1,942+1491.8% |