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 | $70,012 | $150,440-53.5% | $136,294-48.6% | $147,584-52.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.16% | 1049.08%-1036.9pp | 5155.94%-5143.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,098 | $5,256-79.1% | $4,695-76.6% | $4,876-77.5% |
| Participant deferral / active EE | $15,042 | $6,630+126.9% | $6,247+140.8% | $5,439+176.6% |
| Admin fee / account holder | $6,230 | $10,905-42.9% | $9,243-32.6% | $10,885-42.8% |