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 | $30,181 | $150,440-79.9% | $136,294-77.9% | $147,584-79.6% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 13.06% | 1049.08%-1036.0pp | 5155.94%-5142.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $3,503 | $5,256-33.3% | $4,695-25.4% | $4,876-28.2% |
| Participant deferral / active EE | $6,315 | $6,630-4.8% | $6,247+1.1% | $5,439+16.1% |
| Admin fee / account holder | $1,300 | $10,905-88.1% | $9,243-85.9% | $10,885-88.1% |