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 | $80,339 | $150,440-46.6% | $136,294-41.1% | $147,584-45.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.25% | 1049.08%-1033.8pp | 5155.94%-5140.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,864 | $5,256-64.5% | $4,695-60.3% | $4,876-61.8% |
| Participant deferral / active EE | $4,980 | $6,630-24.9% | $6,247-20.3% | $5,439-8.4% |
| Admin fee / account holder | $1,109 | $10,905-89.8% | $9,243-88.0% | $10,885-89.8% |