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 | $99,079 | $171,865-42.4% | $149,718-33.8% | $147,584-32.9% |
| Participation rate | 76.5% | 88.2%-11.7pp | 87.1%-10.6pp | 82.8%-6.4pp |
| Annual return | 10.46% | 2113.22%-2102.8pp | 1501.63%-1491.2pp | 578.55%-568.1pp |
| Employer contribution / active EE | $1,823 | $6,275-70.9% | $5,445-66.5% | $4,876-62.6% |
| Participant deferral / active EE | $5,290 | $7,271-27.2% | $6,569-19.5% | $5,439-2.7% |
| Admin fee / account holder | $1,094 | $13,799-92.1% | $11,283-90.3% | $10,885-90.0% |