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 | $128,773 | $150,440-14.4% | $136,294-5.5% | $147,584-12.7% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 12.50% | 1049.08%-1036.6pp | 5155.94%-5143.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $11,203 | $5,256+113.1% | $4,695+138.6% | $4,876+129.7% |
| Participant deferral / active EE | $8,946 | $6,630+34.9% | $6,247+43.2% | $5,439+64.5% |
| Admin fee / account holder | $895 | $10,905-91.8% | $9,243-90.3% | $10,885-91.8% |