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 | $174,763 | $150,440+16.2% | $136,294+28.2% | $147,584+18.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.61% | 1049.08%-1033.5pp | 5155.94%-5140.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $3,972 | $5,256-24.4% | $4,695-15.4% | $4,876-18.5% |
| Participant deferral / active EE | $10,383 | $6,630+56.6% | $6,247+66.2% | $5,439+90.9% |
| Admin fee / account holder | $1,134 | $10,905-89.6% | $9,243-87.7% | $10,885-89.6% |