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 | $34,353 | $150,440-77.2% | $136,294-74.8% | $147,584-76.7% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 10.60% | 1049.08%-1038.5pp | 5155.94%-5145.3pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,133 | $5,256-78.4% | $4,695-75.9% | $4,876-76.8% |
| Participant deferral / active EE | $4,624 | $6,630-30.3% | $6,247-26.0% | $5,439-15.0% |
| Admin fee / account holder | $6,235 | $10,905-42.8% | $9,243-32.5% | $10,885-42.7% |