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 9-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 | $32,389 | $150,440-78.5% | $136,294-76.2% | $147,584-78.1% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 12.50% | 1049.08%-1036.6pp | 5155.94%-5143.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,768 | $5,256-66.4% | $4,695-62.3% | $4,876-63.7% |
| Participant deferral / active EE | $5,117 | $6,630-22.8% | $6,247-18.1% | $5,439-5.9% |
| Admin fee / account holder | $1,473 | $10,905-86.5% | $9,243-84.1% | $10,885-86.5% |