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 | $90,499 | $150,440-39.8% | $136,294-33.6% | $147,584-38.7% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 15.85% | 1049.08%-1033.2pp | 5155.94%-5140.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $959 | $5,256-81.8% | $4,695-79.6% | $4,876-80.3% |
| Participant deferral / active EE | $8,520 | $6,630+28.5% | $6,247+36.4% | $5,439+56.7% |
| Admin fee / account holder | $6,903 | $10,905-36.7% | $9,243-25.3% | $10,885-36.6% |