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 | $159,048 | $100,852+57.7% | $90,404+75.9% | $158,922+0.1% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 15.09% | 1724.20%-1709.1pp | 1293.02%-1277.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,098 | $3,689-70.2% | $3,262-66.3% | $4,761-76.9% |
| Participant deferral / active EE | $3,480 | $4,348-20.0% | $3,963-12.2% | $5,982-41.8% |
| Admin fee / account holder | $5,534 | $6,501-14.9% | $5,611-1.4% | $11,246-50.8% |