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 | $77,880 | $150,440-48.2% | $136,294-42.9% | $147,584-47.2% |
| Participation rate | 77.3% | 84.4%-7.1pp | 81.9%-4.6pp | 82.8%-5.6pp |
| Annual return | 17.48% | 1049.08%-1031.6pp | 5155.94%-5138.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,491 | $5,256-71.6% | $4,695-68.2% | $4,876-69.4% |
| Participant deferral / active EE | $5,287 | $6,630-20.3% | $6,247-15.4% | $5,439-2.8% |
| Admin fee / account holder | $2,503 | $10,905-77.1% | $9,243-72.9% | $10,885-77.0% |