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 | $90,871 | $150,440-39.6% | $136,294-33.3% | $147,584-38.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 46.26% | 1049.08%-1002.8pp | 5155.94%-5109.7pp | 578.55%-532.3pp |
| Employer contribution / active EE | $1,719 | $5,256-67.3% | $4,695-63.4% | $4,876-64.8% |
| Participant deferral / active EE | $4,690 | $6,630-29.3% | $6,247-24.9% | $5,439-13.8% |
| Admin fee / account holder | $40,357 | $10,905+270.1% | $9,243+336.6% | $10,885+270.7% |