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 | $181,836 | $150,440+20.9% | $136,294+33.4% | $147,584+23.2% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 17.11% | 1049.08%-1032.0pp | 5155.94%-5138.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,163 | $5,256-58.8% | $4,695-53.9% | $4,876-55.6% |
| Participant deferral / active EE | $6,639 | $6,630+0.1% | $6,247+6.3% | $5,439+22.1% |
| Admin fee / account holder | $16,317 | $10,905+49.6% | $9,243+76.5% | $10,885+49.9% |