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 | $176,042 | $150,440+17.0% | $136,294+29.2% | $147,584+19.3% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 14.67% | 1049.08%-1034.4pp | 5155.94%-5141.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $20,671 | $5,256+293.3% | $4,695+340.2% | $4,876+323.9% |
| Participant deferral / active EE | $14,144 | $6,630+113.3% | $6,247+126.4% | $5,439+160.1% |
| Admin fee / account holder | $525 | $10,905-95.2% | $9,243-94.3% | $10,885-95.2% |