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 | $174,103 | $150,440+15.7% | $136,294+27.7% | $147,584+18.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.81% | 1049.08%-1032.3pp | 5155.94%-5139.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,962 | $5,256-62.7% | $4,695-58.2% | $4,876-59.8% |
| Participant deferral / active EE | $9,811 | $6,630+48.0% | $6,247+57.1% | $5,439+80.4% |
| Admin fee / account holder | $27,187 | $10,905+149.3% | $9,243+194.1% | $10,885+149.8% |