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 | $167,713 | $150,440+11.5% | $136,294+23.1% | $147,584+13.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.42% | 1049.08%-1029.7pp | 5155.94%-5136.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $16,364 | $5,256+211.3% | $4,695+248.5% | $4,876+235.6% |
| Participant deferral / active EE | $9,296 | $6,630+40.2% | $6,247+48.8% | $5,439+70.9% |
| Admin fee / account holder | $40,722 | $10,905+273.4% | $9,243+340.6% | $10,885+274.1% |