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 | $84,350 | $150,440-43.9% | $136,294-38.1% | $147,584-42.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.59% | 1049.08%-1027.5pp | 5155.94%-5134.3pp | 578.55%-557.0pp |
| Employer contribution / active EE | $3,743 | $5,256-28.8% | $4,695-20.3% | $4,876-23.2% |
| Participant deferral / active EE | $8,705 | $6,630+31.3% | $6,247+39.4% | $5,439+60.1% |
| Admin fee / account holder | $4,630 | $10,905-57.5% | $9,243-49.9% | $10,885-57.5% |