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 | $115,940 | $150,440-22.9% | $136,294-14.9% | $147,584-21.4% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 12.96% | 1049.08%-1036.1pp | 5155.94%-5143.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,171 | $5,256-77.7% | $4,695-75.1% | $4,876-76.0% |
| Participant deferral / active EE | $4,699 | $6,630-29.1% | $6,247-24.8% | $5,439-13.6% |
| Admin fee / account holder | $2,326 | $10,905-78.7% | $9,243-74.8% | $10,885-78.6% |