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 | $88,810 | $150,440-41.0% | $136,294-34.8% | $147,584-39.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 16.69% | 1049.08%-1032.4pp | 5155.94%-5139.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,440 | $5,256-53.6% | $4,695-48.0% | $4,876-50.0% |
| Participant deferral / active EE | $5,459 | $6,630-17.7% | $6,247-12.6% | $5,439+0.4% |
| Admin fee / account holder | $1,492 | $10,905-86.3% | $9,243-83.9% | $10,885-86.3% |