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 | $230,499 | $150,440+53.2% | $136,294+69.1% | $147,584+56.2% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 18.69% | 1049.08%-1030.4pp | 5155.94%-5137.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $11,092 | $5,256+111.0% | $4,695+136.2% | $4,876+127.5% |
| Participant deferral / active EE | $3,346 | $6,630-49.5% | $6,247-46.4% | $5,439-38.5% |
| Admin fee / account holder | $2,492 | $10,905-77.1% | $9,243-73.0% | $10,885-77.1% |