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 | $94,579 | $150,440-37.1% | $136,294-30.6% | $147,584-35.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.00% | 1049.08%-1031.1pp | 5155.94%-5137.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $5,507 | $5,256+4.8% | $4,695+17.3% | $4,876+12.9% |
| Participant deferral / active EE | $8,791 | $6,630+32.6% | $6,247+40.7% | $5,439+61.6% |
| Admin fee / account holder | $1,031 | $10,905-90.5% | $9,243-88.8% | $10,885-90.5% |