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 | $62,049 | $150,440-58.8% | $136,294-54.5% | $147,584-58.0% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 27.12% | 1049.08%-1022.0pp | 5155.94%-5128.8pp | 578.55%-551.4pp |
| Employer contribution / active EE | $3,405 | $5,256-35.2% | $4,695-27.5% | $4,876-30.2% |
| Participant deferral / active EE | $9,743 | $6,630+46.9% | $6,247+56.0% | $5,439+79.1% |
| Admin fee / account holder | $6,664 | $10,905-38.9% | $9,243-27.9% | $10,885-38.8% |