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 | $27,463 | $150,440-81.7% | $136,294-79.9% | $147,584-81.4% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 23.34% | 1049.08%-1025.7pp | 5155.94%-5132.6pp | 578.55%-555.2pp |
| Employer contribution / active EE | $3,007 | $5,256-42.8% | $4,695-36.0% | $4,876-38.3% |
| Participant deferral / active EE | $5,574 | $6,630-15.9% | $6,247-10.8% | $5,439+2.5% |
| Admin fee / account holder | $1,070 | $10,905-90.2% | $9,243-88.4% | $10,885-90.2% |