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 | $229,061 | $150,440+52.3% | $136,294+68.1% | $147,584+55.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.20% | 1049.08%-1032.9pp | 5155.94%-5139.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $4,663 | $5,256-11.3% | $4,695-0.7% | $4,876-4.4% |
| Participant deferral / active EE | $10,590 | $6,630+59.7% | $6,247+69.5% | $5,439+94.7% |
| Admin fee / account holder | $67,215 | $10,905+516.4% | $9,243+627.2% | $10,885+517.5% |