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 | $198,519 | $202,318-1.9% | $172,739+14.9% | $152,861+29.9% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.4%+11.3pp |
| Annual return | 19.37% | 1029.65%-1010.3pp | 802.84%-783.5pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,250 | $5,856-61.6% | $5,143-56.2% | $4,762-52.8% |
| Participant deferral / active EE | $8,710 | $5,948+46.4% | $5,198+67.6% | $5,850+48.9% |
| Admin fee / account holder | $21,562 | $17,109+26.0% | $13,954+54.5% | $11,596+85.9% |