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 | $35,810 | $150,440-76.2% | $136,294-73.7% | $147,584-75.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 29.78% | 1049.08%-1019.3pp | 5155.94%-5126.2pp | 578.55%-548.8pp |
| Employer contribution / active EE | $6,233 | $5,256+18.6% | $4,695+32.7% | $4,876+27.8% |
| Participant deferral / active EE | $13,046 | $6,630+96.8% | $6,247+108.8% | $5,439+139.9% |
| Admin fee / account holder | $3,665 | $10,905-66.4% | $9,243-60.3% | $10,885-66.3% |