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 | $120,733 | $150,440-19.7% | $136,294-11.4% | $147,584-18.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.86% | 1049.08%-1038.2pp | 5155.94%-5145.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $5,423 | $5,256+3.2% | $4,695+15.5% | $4,876+11.2% |
| Participant deferral / active EE | $5,605 | $6,630-15.5% | $6,247-10.3% | $5,439+3.1% |
| Admin fee / account holder | $11,487 | $10,905+5.3% | $9,243+24.3% | $10,885+5.5% |