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 | $32,156 | $150,440-78.6% | $136,294-76.4% | $147,584-78.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.78% | 1049.08%-1024.3pp | 5155.94%-5131.2pp | 578.55%-553.8pp |
| Employer contribution / active EE | $4,378 | $5,256-16.7% | $4,695-6.8% | $4,876-10.2% |
| Participant deferral / active EE | $13,074 | $6,630+97.2% | $6,247+109.3% | $5,439+140.4% |
| Admin fee / account holder | $2,257 | $10,905-79.3% | $9,243-75.6% | $10,885-79.3% |