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 9-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 | $92,604 | $150,440-38.4% | $136,294-32.1% | $147,584-37.3% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 24.48% | 1049.08%-1024.6pp | 5155.94%-5131.5pp | 578.55%-554.1pp |
| Employer contribution / active EE | $931 | $5,256-82.3% | $4,695-80.2% | $4,876-80.9% |
| Participant deferral / active EE | $3,115 | $6,630-53.0% | $6,247-50.1% | $5,439-42.7% |
| Admin fee / account holder | $865 | $10,905-92.1% | $9,243-90.6% | $10,885-92.1% |