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 | $173,582 | $150,440+15.4% | $136,294+27.4% | $147,584+17.6% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 14.75% | 1049.08%-1034.3pp | 5155.94%-5141.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $12,138 | $5,256+130.9% | $4,695+158.5% | $4,876+148.9% |
| Participant deferral / active EE | $10,077 | $6,630+52.0% | $6,247+61.3% | $5,439+85.3% |
| Admin fee / account holder | $2,483 | $10,905-77.2% | $9,243-73.1% | $10,885-77.2% |