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 | $183,454 | $150,440+21.9% | $136,294+34.6% | $147,584+24.3% |
| Participation rate | 88.2% | 84.4%+3.8pp | 81.9%+6.3pp | 82.8%+5.4pp |
| Annual return | 10.56% | 1049.08%-1038.5pp | 5155.94%-5145.4pp | 578.55%-568.0pp |
| Employer contribution / active EE | $2,742 | $5,256-47.8% | $4,695-41.6% | $4,876-43.8% |
| Participant deferral / active EE | $9,940 | $6,630+49.9% | $6,247+59.1% | $5,439+82.8% |
| Admin fee / account holder | $41,279 | $10,905+278.5% | $9,243+346.6% | $10,885+279.2% |