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 | $69,225 | $171,865-59.7% | $149,718-53.8% | $147,584-53.1% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 15.57% | 2113.22%-2097.6pp | 1501.63%-1486.1pp | 578.55%-563.0pp |
| Employer contribution / active EE | $3,180 | $6,275-49.3% | $5,445-41.6% | $4,876-34.8% |
| Participant deferral / active EE | $6,372 | $7,271-12.4% | $6,569-3.0% | $5,439+17.2% |
| Admin fee / account holder | $16,362 | $13,799+18.6% | $11,283+45.0% | $10,885+50.3% |