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 | $171,509 | $150,440+14.0% | $136,294+25.8% | $147,584+16.2% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 10.89% | 1049.08%-1038.2pp | 5155.94%-5145.0pp | 578.55%-567.7pp |
| Employer contribution / active EE | $5,280 | $5,256+0.4% | $4,695+12.4% | $4,876+8.3% |
| Participant deferral / active EE | $6,792 | $6,630+2.4% | $6,247+8.7% | $5,439+24.9% |
| Admin fee / account holder | $3,431 | $10,905-68.5% | $9,243-62.9% | $10,885-68.5% |