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 | $28,630 | $150,440-81.0% | $136,294-79.0% | $147,584-80.6% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 11.38% | 1049.08%-1037.7pp | 5155.94%-5144.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,538 | $5,256-70.7% | $4,695-67.3% | $4,876-68.5% |
| Participant deferral / active EE | $2,464 | $6,630-62.8% | $6,247-60.6% | $5,439-54.7% |
| Admin fee / account holder | $3,812 | $10,905-65.0% | $9,243-58.8% | $10,885-65.0% |