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 | $25,574 | $150,440-83.0% | $136,294-81.2% | $147,584-82.7% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 20.12% | 1049.08%-1029.0pp | 5155.94%-5135.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,606 | $5,256-69.5% | $4,695-65.8% | $4,876-67.1% |
| Participant deferral / active EE | $2,300 | $6,630-65.3% | $6,247-63.2% | $5,439-57.7% |
| Admin fee / account holder | $810 | $10,905-92.6% | $9,243-91.2% | $10,885-92.6% |