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 | $105,108 | $150,440-30.1% | $136,294-22.9% | $147,584-28.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 20.87% | 1049.08%-1028.2pp | 5155.94%-5135.1pp | 578.55%-557.7pp |
| Employer contribution / active EE | $5,867 | $5,256+11.6% | $4,695+24.9% | $4,876+20.3% |
| Participant deferral / active EE | $2,980 | $6,630-55.1% | $6,247-52.3% | $5,439-45.2% |
| Admin fee / account holder | $1,225 | $10,905-88.8% | $9,243-86.7% | $10,885-88.7% |