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 | $38,544 | $150,440-74.4% | $136,294-71.7% | $147,584-73.9% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 14.51% | 1049.08%-1034.6pp | 5155.94%-5141.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $2,458 | $5,256-53.2% | $4,695-47.7% | $4,876-49.6% |
| Participant deferral / active EE | $2,311 | $6,630-65.2% | $6,247-63.0% | $5,439-57.5% |
| Admin fee / account holder | $5,615 | $10,905-48.5% | $9,243-39.3% | $10,885-48.4% |