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 | $52,198 | $202,318-74.2% | $172,739-69.8% | $152,861-65.9% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 16.70% | 1029.65%-1013.0pp | 802.84%-786.1pp | 345.32%-328.6pp |
| Employer contribution / active EE | $2,553 | $5,856-56.4% | $5,143-50.4% | $4,762-46.4% |
| Participant deferral / active EE | $5,960 | $5,948+0.2% | $5,198+14.7% | $5,850+1.9% |
| Admin fee / account holder | $580 | $17,109-96.6% | $13,954-95.8% | $11,596-95.0% |