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 | $80,707 | $171,865-53.0% | $149,718-46.1% | $147,584-45.3% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 17.70% | 2113.22%-2095.5pp | 1501.63%-1483.9pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,345 | $6,275-62.6% | $5,445-56.9% | $4,876-51.9% |
| Participant deferral / active EE | $6,334 | $7,271-12.9% | $6,569-3.6% | $5,439+16.5% |
| Admin fee / account holder | $873 | $13,799-93.7% | $11,283-92.3% | $10,885-92.0% |