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 | $47,255 | $150,440-68.6% | $136,294-65.3% | $147,584-68.0% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 18.38% | 1049.08%-1030.7pp | 5155.94%-5137.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,603 | $5,256-69.5% | $4,695-65.9% | $4,876-67.1% |
| Participant deferral / active EE | $3,290 | $6,630-50.4% | $6,247-47.3% | $5,439-39.5% |
| Admin fee / account holder | $1,435 | $10,905-86.8% | $9,243-84.5% | $10,885-86.8% |