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 | $27,486 | $185,200-85.2% | $142,863-80.8% | $167,490-83.6% |
| Participation rate | 90.9% | 78.4%+12.5pp | 71.9%+19.0pp | 82.1%+8.8pp |
| Annual return | 34.59% | 8555.70%-8521.1pp | 5637.54%-5603.0pp | 478.56%-444.0pp |
| Employer contribution / active EE | $2,968 | $5,604-47.0% | $4,144-28.4% | $4,837-38.7% |
| Participant deferral / active EE | $2,775 | $4,494-38.3% | $3,837-27.7% | $6,341-56.2% |
| Admin fee / account holder | $2,904 | $8,031-63.8% | $6,560-55.7% | $12,309-76.4% |