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 | $142,893 | $150,440-5.0% | $136,294+4.8% | $147,584-3.2% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 14.27% | 1049.08%-1034.8pp | 5155.94%-5141.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,066 | $5,256-79.7% | $4,695-77.3% | $4,876-78.1% |
| Participant deferral / active EE | $4,014 | $6,630-39.5% | $6,247-35.8% | $5,439-26.2% |
| Admin fee / account holder | $2,873 | $10,905-73.7% | $9,243-68.9% | $10,885-73.6% |