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 | $197,880 | $150,440+31.5% | $136,294+45.2% | $147,584+34.1% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 16.82% | 1049.08%-1032.3pp | 5155.94%-5139.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $13,765 | $5,256+161.9% | $4,695+193.2% | $4,876+182.3% |
| Participant deferral / active EE | $9,141 | $6,630+37.9% | $6,247+46.3% | $5,439+68.1% |
| Admin fee / account holder | $2,384 | $10,905-78.1% | $9,243-74.2% | $10,885-78.1% |