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 | $117,955 | $150,440-21.6% | $136,294-13.5% | $147,584-20.1% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 16.14% | 1049.08%-1032.9pp | 5155.94%-5139.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,289 | $5,256-75.5% | $4,695-72.6% | $4,876-73.6% |
| Participant deferral / active EE | $3,606 | $6,630-45.6% | $6,247-42.3% | $5,439-33.7% |
| Admin fee / account holder | $11,163 | $10,905+2.4% | $9,243+20.8% | $10,885+2.6% |