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 | $128,547 | $150,440-14.6% | $136,294-5.7% | $147,584-12.9% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 17.60% | 1049.08%-1031.5pp | 5155.94%-5138.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $3,633 | $5,256-30.9% | $4,695-22.6% | $4,876-25.5% |
| Participant deferral / active EE | $8,149 | $6,630+22.9% | $6,247+30.4% | $5,439+49.8% |
| Admin fee / account holder | $6,407 | $10,905-41.2% | $9,243-30.7% | $10,885-41.1% |