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 | $66,303 | $150,440-55.9% | $136,294-51.4% | $147,584-55.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.29% | 1049.08%-1032.8pp | 5155.94%-5139.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,823 | $5,256-65.3% | $4,695-61.2% | $4,876-62.6% |
| Participant deferral / active EE | $2,983 | $6,630-55.0% | $6,247-52.3% | $5,439-45.2% |
| Admin fee / account holder | $1,092 | $10,905-90.0% | $9,243-88.2% | $10,885-90.0% |